Frank Rimerman Advisors’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	$1.35M	Buy	23,700 +4,949	+26%	+$281K	0.09%	172
2025 Q1	$1.07M	Buy	18,751 +8,643	+86%	+$494K	0.08%	189
2024 Q4	$582K	Buy	+10,108	New	+$582K	0.04%	274