Brown Financial Advisors’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	–	Sell	-61,007	Closed	-$3.63M	–	132
2024 Q3	$3.63M	Buy	61,007 +3,435	+6%	+$204K	1.49%	17
2024 Q2	$3.26M	Buy	+57,572	New	+$3.26M	1.46%	17