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

Falcon Wealth Planning’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$780K Buy
13,726
+4,972
+57% +$283K 0.08% 79
2025
Q1 		$500K Buy
+8,754
New +$500K 0.06% 105