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Plan Group Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Plan Group Financial’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$394K Buy
6,933
+1,792
+35% +$102K 0.13% 118
2025
Q1 		$294K Buy
+5,141
New +$294K 0.1% 118