AWS
AJ Wealth Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.52M | Sell |
45,603
-787
| -2% | -$43.5K | 0.12% | 83 |
|
|
2023
Q1 | $2.53M | Buy |
46,390
+32,827
| +242% | +$1.79M | 0.13% | 76 |
|
|
2022
Q4 | $739K | Buy |
13,563
+137
| +1% | +$7.47K | 0.04% | 156 |
|
|
2022
Q3 | $688K | Hold |
13,426
| – | – | 0.04% | 156 |
|
|
2022
Q2 | $744K | Buy |
+13,426
| New | +$744K | 0.04% | 154 |
|