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

Summit Financial 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	$5.2M	Buy
2025 Q2	$4.9M	Buy
2025 Q1	$4.76M	Buy
2024 Q4	$4.73M	Buy
2024 Q3	$4.25M	Buy
2024 Q2	$3.03M	Buy
2024 Q1	$2.03M	Buy
2023 Q4	$598K	Hold
2023 Q3	$583K	Buy