Curi Wealth Management’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
2024 Q1	–	Sell	-9,090	Closed	-$500K	–	72
2023 Q4	$500K	Sell	9,090 -260	-3%	-$14.3K	0.07%	89
2023 Q3	$501K	Buy	9,350 +4,837	+107%	+$259K	0.08%	85
2023 Q2	$250K	Buy	+4,513	New	+$250K	0.03%	142