Cascade Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cascade Financial Partners’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 Q3	$525K	Sell
2025 Q2	$527K	Buy
2025 Q1	$529K	Buy
2024 Q4	$533K	Buy
2024 Q3	$552K	Buy
2024 Q2	$525K	Buy
2024 Q1	$520K	Buy