LFGO

Legacy Financial Group (Oklahoma)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-13,575	Closed	-$746K	–	75
2023 Q4	$746K	Sell	13,575 -1,350	-9%	-$74.2K	0.33%	35
2023 Q3	$799K	Hold	14,925	–	–	0.39%	32
2023 Q2	$826K	Buy	+14,925	New	+$826K	0.41%	31