Iams Wealth Management’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
2023 Q2	–	Sell	-8,710	Closed	-$473K	–	86
2023 Q1	$473K	Buy	8,710 +2,700	+45%	+$147K	0.39%	74
2022 Q4	$327K	Buy	+6,010	New	+$327K	0.33%	79