Soltis Investment Advisors’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
$249K Buy
4,372
+293
+7% +$16.7K 0.02% 352
2025
Q1
$233K Buy
+4,079
New +$233K 0.02% 327
2024
Q4
Sell
-4,262
Closed -$254K 380
2024
Q3
$254K Buy
+4,262
New +$254K 0.02% 304