Optivise Advisory 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	$202K	Sell	3,560 -3,373	-49%	-$192K	0.1%	201
2025 Q1	$396K	Sell	6,933 -2,951	-30%	-$169K	0.22%	99
2024 Q4	$569K	Buy	9,884 +5,169	+110%	+$297K	0.31%	78
2024 Q3	$281K	Buy	+4,715	New	+$281K	0.15%	128