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

Montz Harcus 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	$310K	Sell
2025 Q2	$351K	Buy
2025 Q1	$296K	Buy
2024 Q4	$265K	Buy