Cornerstone Planning Group’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	$38.3K	Buy	+685	New	+$38.3K	0.01%	286
2023 Q4	–	Sell	-206	Closed	-$11K	–	991
2023 Q3	$11K	Buy	+206	New	+$11K	﹤0.01%	402