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

Oregon Pacific 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 		$391K Sell
6,873
-227
-3% -$12.9K 0.37% 74
2025
Q1 		$406K Buy
7,100
+325
+5% +$18.6K 0.41% 68
2024
Q4 		$390K Buy
+6,775
New +$390K 0.38% 73