Comprehensive Financial Planning’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	$465K	Buy	8,186 +2,189	+37%	+$124K	0.37%	63
2025 Q1	$343K	Sell	5,997 -5,192	-46%	-$297K	0.33%	65
2024 Q4	$644K	Buy	+11,189	New	+$644K	0.54%	41