TCFG Wealth Management’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	$1.2M	Buy	21,094 +14,020	+198%	+$797K	0.54%	40
2025 Q1	$404K	Sell	7,074 -594	-8%	-$33.9K	0.2%	123
2024 Q4	$441K	Buy	7,668 +750	+11%	+$43.1K	0.22%	112
2024 Q3	$412K	Buy	+6,918	New	+$412K	0.21%	119