HM Payson & Co’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 Q1	$33.7K	Sell	589 -1,000	-63%	-$57.1K	﹤0.01%	710
2024 Q4	$91.4K	Hold	1,589	–	–	﹤0.01%	546
2024 Q3	$94.6K	Sell	1,589 -736	-32%	-$43.8K	﹤0.01%	528
2024 Q2	$132K	Buy	2,325 +1,736	+295%	+$98.4K	﹤0.01%	471
2024 Q1	$34.1K	Buy	+589	New	+$34.1K	﹤0.01%	663