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Wealth Management Resources’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealth Management Resources’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,542
Closed -$412K – 41
2023
Q1 		$412K Buy
7,542
+200
+3% +$10.9K 0.25% 36
2022
Q4 		$400K Buy
+7,342
New +$400K 0.26% 36