Investment Planning Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Investment Planning Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.02M	Sell
2025 Q2	$2.87M	Sell
2025 Q1	$3.78M	Sell
2024 Q4	$3.89M	Buy
2024 Q3	$3.79M	Hold
2024 Q2	$3.79M	Buy