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

MBE Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,686
Closed -$588K – 96
2023
Q4 		$588K Sell
10,686
-638
-6% -$35.1K 0.3% 41
2023
Q3 		$607K Buy
+11,324
New +$607K 0.35% 34