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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$301K	Buy	5,300 +234	+5%	+$13.3K	0.15%	87
2025 Q1	$289K	Buy	+5,066	New	+$289K	0.17%	79
2024 Q1	–	Sell	-8	Closed	-$415	–	340
2023 Q4	$415	Buy	+8	New	+$415	﹤0.01%	561