Johnson & White 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
2025 Q2	$533K	Buy	9,370 +1,871	+25%	+$106K	0.27%	67
2025 Q1	$428K	Buy	7,499 +1,174	+19%	+$67K	0.24%	68
2024 Q4	$364K	Sell	6,325 -681	-10%	-$39.2K	0.22%	70
2024 Q3	$417K	Buy	7,006 +4	+0.1%	+$238	0.36%	40
2024 Q2	$397K	Buy	+7,002	New	+$397K	0.38%	38