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

Aletheian Wealth Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,000
Closed -$545K – 73
2022
Q4 		$545K Buy
+10,000
New +$545K 0.47% 45