Bartlett & Co 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	$25.5K	Buy	+448	New	+$25.5K	﹤0.01%	775
2024 Q1	–	Sell	-240	Closed	-$13.3K	–	1175
2023 Q4	$13.3K	Buy	+240	New	+$13.3K	﹤0.01%	958