KCS Wealth Advisory’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
2023
Q3
$298K Sell
5,565
-5,167
-48% -$277K 0.13% 116
2023
Q2
$594K Buy
+10,732
New +$594K 0.21% 97