Forum Financial Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Forum Financial Management’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$232K	Sell
2025 Q2	$265K	Buy
2025 Q1	$254K	Buy
2024 Q4	$231K	Buy
2023 Q3	–	Sell
2023 Q2	$232K	Sell
2023 Q1	$280K	Buy
2022 Q4	$278K	Hold
2022 Q3	$261K	Hold
2022 Q2	$283K	Buy