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Legacy Wealth Management (Idaho)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$61.9K Sell
1,088
-143
-12% -$8.13K 0.03% 137
2025
Q1 		$70.3K Sell
1,231
-307
-20% -$17.5K 0.05% 121
2024
Q4 		$90.4K Sell
1,538
-55
-3% -$3.23K 0.06% 90
2024
Q3 		$95.6K Buy
+1,593
New +$95.6K 0.06% 86