Retirement Planning Group (New York)’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	$9.8M	Buy	172,465 +26,876	+18%	+$1.53M	8.62%	2
2025 Q1	$8.32M	Buy	145,589 +21,298	+17%	+$1.22M	8.47%	2
2024 Q4	$7.17M	Buy	+124,291	New	+$7.17M	7.89%	2