Landmark Wealth Management (New York)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Buy
4,321
+86
+2% +$4.9K 0.1% 81
2025
Q1
$242K Buy
4,235
+402
+10% +$23K 0.11% 74
2024
Q4
$221K Buy
3,833
+185
+5% +$10.7K 0.1% 75
2024
Q3
$217K Buy
3,648
+50
+1% +$2.97K 0.09% 75
2024
Q2
$204K Buy
+3,598
New +$204K 0.16% 49