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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$573K Buy
2025
Q1
$566K Buy
2024
Q4
$556K Buy
2024
Q3
$480K Buy
2024
Q2
$448K Buy
2024
Q1
$358K Buy