Marshall Financial Group (Maryland)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$918K	Sell
2025 Q2	$1.04M	Sell
2025 Q1	$1.31M	Sell
2024 Q4	$6.59M	Buy
2024 Q3	$6.67M	Buy
2024 Q2	$6.28M	Buy
2024 Q1	$2.76M	Buy