McCarter Private Wealth Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

McCarter Private Wealth Services’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	$1.41M	Buy
2025 Q2	$443K	Sell
2025 Q1	$454K	Sell
2024 Q4	$464K	Sell
2024 Q3	$524K	Buy