Lakeridge Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lakeridge Wealth Management’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
2025 Q3	$707K	Buy
2025 Q2	$696K	Buy
2025 Q1	$619K	Buy
2024 Q4	$452K	Buy
2024 Q3	$455K	Buy
2024 Q2	$411K	Buy
2024 Q1	$377K	Buy