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Essential Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Essential Planning’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-72,855
Closed -$4.33M – 200
2024
Q4 		$4.33M Buy
+72,855
New +$4.33M 0.03% 130