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

Modern Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.19M Sell
73,702
-30,327
-29% -$1.72M 0.1% 177
2025
Q1 		$5.94M Buy
104,029
+7,498
+8% +$428K 0.19% 106
2024
Q4 		$5.55M Buy
+96,531
New +$5.55M 0.21% 97