SageView Advisory Group’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
2024 Q1	–	Hold	0	–	-$908K	–	652
2023 Q4	–	Sell	-12,391	Closed	-$664K	–	275
2023 Q3	$664K	Buy	12,391 +5,555	+81%	+$298K	0.04%	283
2023 Q2	$378K	Buy	+6,836	New	+$378K	0.02%	399