GoalVest Advisory’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	–	Sell	-2,000	Closed	-$114K	–	452
2025 Q1	$114K	Hold	2,000	–	–	0.03%	144
2024 Q4	$115K	Hold	2,000	–	–	0.03%	142
2024 Q3	$119K	Buy	+2,000	New	+$119K	0.03%	132