Beacon Financial Planning’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
2024 Q3	–	Sell	-3,711	Closed	-$210K	–	45
2024 Q2	$210K	Buy	3,711 +67	+2%	+$3.8K	0.14%	38
2024 Q1	$211K	Buy	+3,644	New	+$211K	0.15%	36