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Shum Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Shum Financial Group’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$479K Hold
8,377
– – 0.41% 63
2024
Q4 		$484K Sell
8,377
-6
-0.1% -$347 0.42% 65
2024
Q3 		$500K Buy
+8,383
New +$500K 0.42% 66