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

Shum Financial Group’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$477K	Buy
2025 Q1	$479K	Hold
2024 Q4	$484K	Sell
2024 Q3	$500K	Buy