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Whipplewood Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Whipplewood Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.8M Buy
66,871
+43,905
+191% +$2.5M 2.09% 5
2025
Q1 		$3.62M Sell
22,966
-15,030
-40% -$2.37M 2.14% 4
2024
Q4 		$2.19M Buy
+37,996
New +$2.19M 1.24% 17