Fiduciary Family Office’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	$11M	Sell	192,984 -4,406	-2%	-$250K	3.59%	2
2025 Q1	$11.3M	Buy	+197,390	New	+$11.3M	3.75%	2
2024 Q4	–	Sell	-72,655	Closed	-$4.32M	–	149
2024 Q3	$4.32M	Buy	72,655 +46,650	+179%	+$2.78M	1.43%	5
2024 Q2	$1.47M	Buy	+26,005	New	+$1.47M	0.58%	38