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

Modera Wealth Management’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	$476K	Sell
2025 Q2	$525K	Buy
2025 Q1	$413K	Buy
2023 Q4	–	Sell
2023 Q3	$207K	Buy