Peak Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Peak Financial Advisors’s Portfolio JEPI Stock Details JEPI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell
2023 Q2	$1.21M	Sell
2023 Q1	$4.84M	Sell
2022 Q4	$6.17M	Buy
2022 Q3	$2.92M	Buy
2022 Q2	$835K	Buy
2022 Q1	$572K	Buy