Medallion Wealth Advisors, LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio JEPI Stock Details JEPI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$82.2K	Sell
2025 Q4	$166K	Sell
2025 Q3	$173K	Buy
2025 Q2	$152K	Sell
2025 Q1	$154K	Buy
2024 Q4	$130K	Buy