Keystone Wealth Services’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
2024 Q3	–	Sell	-4,484	Closed	-$254K	–	256
2024 Q2	$254K	Buy	4,484 +69	+2%	+$3.91K	0.08%	198
2024 Q1	$255K	Buy	4,415 +380	+9%	+$22K	0.08%	186
2023 Q4	$222K	Buy	4,035 +282	+8%	+$15.5K	0.08%	201
2023 Q3	$201K	Buy	+3,753	New	+$201K	0.08%	195