Wellington Shields & Co’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wellington Shields & Co’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	$143K	Hold
2025 Q2	$142K	Hold
2025 Q1	$143K	Hold
2024 Q4	$144K	Hold
2024 Q3	$149K	Hold
2024 Q2	$142K	Hold
2024 Q1	$145K	Buy
2023 Q4	$55K	Buy