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Milestone Asset Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Milestone Asset Management Group’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$682K Buy
12,005
+381
+3% +$21.7K 0.51% 53
2025
Q1 		$664K Buy
11,624
+164
+1% +$9.37K 0.6% 52
2024
Q4 		$659K Buy
+11,460
New +$659K 0.59% 50