Capasso Planning Partners’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	$454K	Sell	7,982 -1,174	-13%	-$66.7K	0.26%	50
2025 Q1	$523K	Buy	9,156 +562	+7%	+$32.1K	0.22%	67
2024 Q4	$494K	Sell	8,594 -68	-0.8%	-$3.91K	0.2%	74
2024 Q3	$515K	Buy	8,662 +1,955	+29%	+$116K	0.15%	93
2024 Q2	$380K	Buy	+6,707	New	+$380K	0.12%	101