North Star Investment 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	$59.4K	Buy	1,044 +26	+3%	+$1.48K	﹤0.01%	600
2025 Q1	$58.2K	Buy	1,018 +18	+2%	+$1.03K	﹤0.01%	591
2024 Q4	$57.5K	Buy	+1,000	New	+$57.5K	﹤0.01%	595
2023 Q4	–	Sell	-1,000	Closed	-$53.6K	–	1250
2023 Q3	$53.6K	Buy	+1,000	New	+$53.6K	﹤0.01%	573