Meridian 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
$1.32M Buy
2025
Q1
$1.15M Buy
2024
Q4
$1.1M Buy
2024
Q3
$1.02M Sell
2024
Q2
$1.03M Buy
2024
Q1
Sell
2023
Q4
$1.06M Buy
2023
Q3
$972K Buy
2023
Q2
$697K Buy
2023
Q1
$569K Buy
2022
Q4
$305K Buy
2022
Q3
Sell
2022
Q2
$324K Buy