Worth Financial Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Worth Financial Advisory Group’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 Q2	$3.95M	Buy
2025 Q1	$3.94M	Sell
2024 Q4	$4.01M	Sell
2024 Q3	$4.2M	Buy
2024 Q2	$3.92M	Buy
2024 Q1	$3.89M	Buy
2023 Q4	$3.64M	Buy
2023 Q3	$3.18M	Buy
2023 Q2	$3.08M	Sell
2023 Q1	$3.08M	Buy