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Sulzberger Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sulzberger Capital Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.89M Sell
50,812
-8,796
-15% -$500K 3.38% 6
2025
Q1 		$3.41M Sell
59,608
-28,915
-33% -$1.65M 4.48% 6
2024
Q4 		$5.09M Buy
+88,523
New +$5.09M 5.76% 6