Impact Partnership Wealth’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
2024
Q2
Sell
-1
Closed -$56 468
2024
Q1
$56 Hold
1
﹤0.01% 680
2023
Q4
$52 Sell
1
-2,487
-100% -$129K ﹤0.01% 829
2023
Q3
$133K Buy
2,488
+2,168
+678% +$116K 0.04% 259
2023
Q2
$17.7K Buy
+320
New +$17.7K 0.01% 356