Carson Advisory’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Carson Advisory’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$294K	Buy
2025 Q1	$249K	Buy
2024 Q4	$248K	Buy
2024 Q3	$253K	Buy
2024 Q2	$238K	Buy
2024 Q1	$239K	Sell
2023 Q4	$252K	Buy
2023 Q3	$241K	Buy
2023 Q2	$246K	Buy
2023 Q1	$239K	Buy
2022 Q4	$226K	Buy