Ahrens Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $108K | Buy |
+1,980
| New | +$108K | 0.05% | 211 |
|
|
2022
Q3 | – | Sell |
-3,362
| Closed | -$186K | – | 551 |
|
|
2022
Q2 | $186K | Sell |
3,362
-50
| -1% | -$2.77K | 0.08% | 163 |
|
|
2022
Q1 | $209K | Sell |
3,412
-1,269
| -27% | -$77.7K | 0.07% | 177 |
|
|
2021
Q4 | $296K | Sell |
4,681
-1,300
| -22% | -$82.2K | 0.13% | 143 |
|
|
2021
Q3 | $357K | Buy |
5,981
+1,231
| +26% | +$73.5K | 0.17% | 131 |
|
|
2021
Q2 | $288K | Buy |
+4,750
| New | +$288K | 0.13% | 167 |
|