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

Valeo Financial Advisors’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
Q2 		$282K Buy
4,959
+907
+22% +$51.6K 0.01% 594
2025
Q1 		$232K Buy
4,052
+100
+3% +$5.71K 0.01% 601
2024
Q4 		$227K Buy
3,952
+99
+3% +$5.7K 0.01% 618
2024
Q3 		$229K Buy
+3,853
New +$229K 0.01% 612