Tiemann Investment 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 Q1	–	Sell	-3,225	Closed	-$186K	–	196
2024 Q4	$186K	Sell	3,225 -500	-13%	-$29.7K	0.08%	192
2024 Q3	$222K	Hold	3,725	–	–	0.1%	179
2024 Q2	$211K	Hold	3,725	–	–	0.09%	176
2024 Q1	$216K	Buy	3,725 +200	+6%	+$11.3K	0.1%	186
2023 Q4	$194K	Sell	3,525 -1,175	-25%	-$63.4K	0.09%	186
2023 Q3	$252K	Hold	4,700	–	–	0.13%	150
2023 Q2	$260K	Sell	4,700 -200	-4%	-$10.9K	0.13%	157
2023 Q1	$268K	Buy	4,900 +1,025	+26%	+$55.6K	0.15%	154
2022 Q4	$211K	Sell	3,875 -2,000	-34%	-$109K	0.12%	182
2022 Q3	$301K	Buy	5,875 +200	+4%	+$11.1K	0.2%	118
2022 Q2	$315K	Buy	5,675 +250	+5%	+$14.5K	0.17%	133
2022 Q1	$333K	Buy	5,425 +50	+0.9%	+$3.03K	0.15%	144
2021 Q4	$340K	Buy	5,375 +250	+5%	+$15.4K	0.14%	154
2021 Q3	$306K	Buy	+5,125	New	+$315K	0.15%	150