Beckerman Institutional’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	$1.14M	Sell	19,984 -1,916	-9%	-$109K	0.75%	36
2025 Q1	$1.25M	Sell	21,900 -2,066	-9%	-$118K	0.91%	34
2024 Q4	$1.38M	Buy	23,966 +258	+1%	+$14.8K	1.1%	27
2024 Q3	$1.41M	Buy	+23,708	New	+$1.41M	1.19%	23