Ridgecrest Wealth Partners’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
$208K Buy
+3,650
New +$208K 0.11% 108
2025
Q1
Sell
-3,500
Closed -$201K 116
2024
Q4
$201K Buy
+3,500
New +$201K 0.11% 104