Morton Brown Family Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.2K Hold
408
0.01% 139
2025
Q1
$23.3K Buy
408
+1
+0.2% +$57 0.01% 137
2024
Q4
$23.4K Hold
407
0.01% 133
2024
Q3
$24.2K Hold
407
0.01% 126
2024
Q2
$23.2K Buy
+407
New +$23.2K 0.01% 123