Summit Wealth & Retirement Planning’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	$273K	Sell	4,810 -90	-2%	-$5.12K	0.07%	82
2025 Q1	$280K	Buy	4,900 +190	+4%	+$10.9K	0.09%	61
2024 Q4	$271K	Buy	4,710 +832	+21%	+$47.9K	0.08%	62
2024 Q3	$231K	Buy	+3,878	New	+$231K	0.07%	64