Power Wealth Management’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
$9.86M Buy
173,367
+2,182
+1% +$124K 3.79% 8
2025
Q1
$9.78M Buy
171,185
+9,271
+6% +$530K 3.96% 7
2024
Q4
$9.31M Buy
161,914
+8,792
+6% +$506K 3.89% 6
2024
Q3
$9.11M Buy
153,122
+18,689
+14% +$1.11M 3.89% 6
2024
Q2
$7.62M Buy
134,433
+40,680
+43% +$2.31M 3.64% 6
2024
Q1
$5.42M Buy
93,753
+12,505
+15% +$724K 3.4% 6
2023
Q4
$4.47M Buy
+81,248
New +$4.47M 3.1% 6