Potentia 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
Sell
-7,120
Closed -$407K 85
2025
Q1
$407K Sell
7,120
-646
-8% -$36.9K 0.19% 64
2024
Q4
$447K Buy
+7,766
New +$447K 0.2% 62