LRI Investments’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	$1.31M	Buy	23,077 +1,570	+7%	+$89.3K	0.11%	82
2025 Q1	$1.23M	Sell	21,507 -315	-1%	-$18K	0.12%	86
2024 Q4	$1.26M	Buy	21,822 +117	+0.5%	+$6.73K	0.12%	67
2024 Q3	$1.3M	Buy	21,705 +535	+3%	+$32K	0.13%	68
2024 Q2	$1.2M	Buy	+21,170	New	+$1.2M	0.14%	57