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Key Client Fiduciary Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Key Client Fiduciary Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$206K Buy
+3,628
New +$206K 0.08% 187
2023
Q2 		– Sell
-3,725
Closed -$203K – 176
2023
Q1 		$203K Buy
+3,725
New +$203K 0.13% 158