Bison Wealth’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 Q4	$463K	Sell	8,052 -9,232	-53%	-$531K	0.1%	169
2024 Q3	$1.03M	Buy	17,284 +2,024	+13%	+$120K	0.16%	131
2024 Q2	$883K	Hold	15,260	–	–	0.14%	155
2024 Q1	$883K	Buy	15,260 +510	+3%	+$29.5K	0.14%	155
2023 Q4	$811K	Buy	+14,750	New	+$811K	0.14%	154