Montz Harcus Wealth Management’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	$351K	Buy	6,172 +983	+19%	+$55.9K	0.17%	51
2025 Q1	$296K	Buy	5,189 +584	+13%	+$33.4K	0.16%	56
2024 Q4	$265K	Buy	+4,605	New	+$265K	0.15%	57