Curi Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Curi Wealth Management’s Portfolio JEPI Stock Details JEPI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$500K	Sell
2023 Q3	$501K	Buy
2023 Q2	$250K	Buy