Alpha Financial Advisors’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
Q4
Sell
-5,341
Closed -$286K 47
2023
Q3
$286K Hold
5,341
0.18% 31
2023
Q2
$296K Hold
5,341
0.19% 31
2023
Q1
$292K Buy
+5,341
New +$292K 0.2% 33