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

Whalen Wealth Management’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	–	Sell
2025 Q2	$2.42M	Buy
2025 Q1	$2.03M	Sell
2024 Q4	$3.94M	Sell
2024 Q3	$4.1M	Buy
2024 Q2	$2.08M	Buy