FirstPurpose Wealth’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
$523K Buy
9,232
+2,275
+33% +$129K 0.19% 95
2023
Q4
$383K Buy
6,957
+1,567
+29% +$86.2K 0.15% 129
2023
Q3
$289K Buy
+5,390
New +$289K 0.12% 144