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

Base Wealth Management LLC’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.67M Buy
64,555
+15,899
+33% +$904K 2.35% 14
2025
Q1 		$2.78M Buy
+48,656
New +$2.78M 2.12% 14