Advisory Alpha’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,563
| Closed | -$202K | – | 431 |
|
|
2024
Q2 | $202K | Sell |
3,563
-242
| -6% | -$13.7K | 0.01% | 382 |
|
|
2024
Q1 | $220K | Sell |
3,805
-541
| -12% | -$31.3K | 0.01% | 357 |
|
|
2023
Q4 | $239K | Sell |
4,346
-4,089
| -48% | -$225K | 0.01% | 300 |
|
|
2023
Q3 | $452K | Sell |
8,435
-6,724
| -44% | -$360K | 0.02% | 201 |
|
|
2023
Q2 | $839K | Buy |
+15,159
| New | +$839K | 0.04% | 171 |
|