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LWM Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

LWM Advisory Services’s Portfolio JEPI Stock Details JEPI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-324
Closed -$17.4K – 122
2023
Q3 		$17.4K Buy
+324
New +$17.4K 0.02% 117