Moneta Group Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Moneta Group Investment Advisors’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 Q2	$333K	Buy
2025 Q1	$316K	Buy
2023 Q3	–	Sell
2023 Q2	$462K	Hold
2023 Q1	$456K	Buy