McCarter Private Wealth Services’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	$443K	Sell	7,789 -154	-2%	-$8.76K	0.25%	73
2025 Q1	$454K	Sell	7,943 -115	-1%	-$6.57K	0.3%	64
2024 Q4	$464K	Sell	8,058 -741	-8%	-$42.6K	0.29%	62
2024 Q3	$524K	Buy	+8,799	New	+$524K	0.33%	57