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Sagespring Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sagespring Wealth Partners’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.55M Sell
27,219
-108,248
-80% -$6.15M 0.03% 205
2025
Q1 		$7.74M Buy
135,467
+13,339
+11% +$762K 0.2% 62
2024
Q4 		$7.03M Buy
+122,128
New +$7.03M 0.19% 61