Merkkuri Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.8M Buy
84,357
+11,245
+15% +$639K 3.64% 7
2025
Q1
$4.18M Buy
73,112
+1,091
+2% +$62.3K 3.58% 6
2024
Q4
$4.14M Buy
72,021
+5,789
+9% +$333K 3.28% 8
2024
Q3
$3.94M Buy
66,232
+6,731
+11% +$401K 3.11% 10
2024
Q2
$3.37M Buy
+59,501
New +$3.37M 3.1% 10