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

Palacios 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 		$361K Sell
6,353
-8,039
-56% -$457K 0.3% 50
2025
Q1 		$1.64M Buy
14,392
+1,709
+13% +$195K 1.22% 15
2024
Q4 		$737K Buy
+12,683
New +$737K 0.8% 26