Investment Planning Advisors’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 Q2	$2.87M	Sell	50,483 -15,654	-24%	-$890K	1.01%	15
2025 Q1	$3.78M	Sell	66,137 -1,449	-2%	-$82.8K	1.54%	15
2024 Q4	$3.89M	Buy	67,586 +667	+1%	+$38.4K	1.7%	17
2024 Q3	$3.79M	Hold	66,919	–	–	1.94%	18
2024 Q2	$3.79M	Buy	+66,919	New	+$3.79M	1.94%	18