Laidlaw 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
2023 Q3	–	Sell	-7,114	Closed	-$394K	–	325
2023 Q2	$394K	Sell	7,114 -3,247	-31%	-$180K	0.08%	222
2023 Q1	$566K	Buy	+10,361	New	+$566K	0.12%	191