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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-10,758	Closed	-$612K	–	210
2025 Q2	$612K	Sell	10,758 -2,316	-18%	-$128K	0.08%	119
2025 Q1	$747K	Buy	13,074 +179	+1%	+$10.4K	0.1%	109
2024 Q4	$742K	Sell	12,895 -3,072	-19%	-$182K	0.1%	110
2024 Q3	$950K	Sell	15,967 -218	-1%	-$12.5K	0.13%	103
2024 Q2	$917K	Buy	16,185 +1,963	+14%	+$111K	0.14%	99
2024 Q1	$823K	Buy	14,222 +1,126	+9%	+$63.4K	0.13%	104
2023 Q4	$720K	Sell	13,096 -431	-3%	-$23.2K	0.12%	105
2023 Q3	$725K	Buy	13,527 +2,020	+18%	+$111K	0.14%	99
2023 Q2	$637K	Buy	+11,507	New	+$628K	0.12%	111
2023 Q1	–	Sell	-10,096	Closed	-$550K	–	153
2022 Q4	$550K	Buy	10,096 +1,432	+17%	+$77.8K	0.13%	106
2022 Q3	$444K	Buy	+8,664	New	+$482K	0.12%	114