Waller Financial Planning Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Waller Financial Planning Group’s Portfolio JEPI Stock Details JEPI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$437K	Buy
2025 Q2	$378K	Sell
2025 Q1	$381K	Buy
2024 Q4	$334K	Buy
2024 Q3	$284K	Sell
2024 Q2	$279K	Buy
2024 Q1	$240K	Buy