Journey Strategic 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
2025 Q2	$643K	Buy	11,303 +822	+8%	+$46.7K	0.02%	242
2025 Q1	$599K	Buy	10,481 +2,310	+28%	+$132K	0.02%	196
2024 Q4	$470K	Buy	+8,171	New	+$470K	0.02%	229
2024 Q3	–	Sell	-6,000	Closed	-$340K	–	520
2024 Q2	$340K	Buy	+6,000	New	+$340K	0.01%	220