Sax Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sax Wealth Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.34M	Buy
2025 Q2	$2.91M	Buy
2025 Q1	$2.46M	Buy
2024 Q4	$1.52M	Buy
2024 Q3	$510K	Buy
2024 Q2	$322K	Buy