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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$765K	Sell	13,505 -2,630	-16%	-$153K	0.21%	61
2025 Q4	$924K	Sell	16,135 -3,510	-18%	-$200K	0.27%	53
2025 Q3	$1.12M	Sell	19,645 -2,265	-10%	-$129K	0.34%	42
2025 Q2	$1.25M	Sell	21,910 -2,178	-9%	-$121K	0.41%	37
2025 Q1	$1.38M	Buy	24,088 +2,058	+9%	+$120K	0.52%	29
2024 Q4	$1.27M	Buy	22,030 +3,473	+19%	+$206K	0.41%	35
2024 Q3	$1.1M	Buy	18,557 +1,754	+10%	+$101K	0.37%	33
2024 Q2	$952K	Buy	16,803 +4,470	+36%	+$253K	0.35%	31
2024 Q1	$714K	Buy	12,333 +7,072	+134%	+$398K	0.27%	39
2023 Q4	$289K	Buy	5,261 +787	+18%	+$42.4K	0.12%	63
2023 Q3	$240K	Buy	+4,474	New	+$247K	0.11%	61