Principia Wealth Advisory, LLC
Position in JEPI — JPMorgan Equity Premium Income ETF
CIK 2041436
DALLAS, TX
All Filings in JEPI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 JEPI | $10,222 | 181 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 JEPI | $10,259 | 181 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 JEPI | $10,360 | 181 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 JEPI | $10,335 | 181 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 JEPI | $10,289 | 181 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 JEPI | $10,342 | 181 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 JEPI | $10,412 | 181 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||