Moneta Group Investment Advisors’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	$333K	Buy	5,866 +331	+6%	+$18.8K	﹤0.01%	535
2025 Q1	$316K	Buy	+5,535	New	+$316K	﹤0.01%	514
2023 Q3	–	Sell	-8,357	Closed	-$462K	–	551
2023 Q2	$462K	Hold	8,357	–	–	0.01%	334
2023 Q1	$456K	Buy	+8,357	New	+$456K	0.01%	332