Institutional & Family Asset 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
2024 Q2	$3.01M	Buy	53,137 +1,934	+4%	+$110K	0.46%	72
2024 Q1	$2.96M	Sell	51,203 -3,730	-7%	-$216K	0.47%	68
2023 Q4	$3.02M	Buy	+54,933	New	+$3.02M	0.5%	64
2023 Q2	–	Sell	-1,064	Closed	-$58.1K	–	772
2023 Q1	$58.1K	Buy	+1,064	New	+$58.1K	0.01%	210