Vermillion & White Wealth Management Group’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
$46.2K Sell
812
-102
-11% -$5.8K 0.03% 146
2025
Q1
$52.2K Sell
914
-60
-6% -$3.43K 0.04% 126
2024
Q4
$56K Sell
974
-1,140
-54% -$65.6K 0.04% 129
2024
Q3
$126K Hold
2,114
0.09% 73
2024
Q2
$120K Buy
2,114
+1,140
+117% +$64.6K 0.09% 76
2024
Q1
$56.4K Buy
+974
New +$56.4K 0.05% 115