Mather Group’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	–	Sell	-444	Closed	-$25.3K	–	1182
2025 Q1	$25.3K	Buy	+444	New	+$25.3K	﹤0.01%	1037
2024 Q3	–	Sell	-234	Closed	-$13.5K	–	1961
2024 Q2	$13.5K	Buy	234 +224	+2,240%	+$12.9K	﹤0.01%	1363
2024 Q1	$550	Buy	+10	New	+$550	﹤0.01%	1676