Alterity Financial Group’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 | $291K | Sell |
5,297
-104
| -2% | -$5.72K | 0.42% | 55 |
|
|
2023
Q3 | $289K | Buy |
5,401
+366
| +7% | +$19.6K | 0.46% | 54 |
|
|
2023
Q2 | $279K | Sell |
5,035
-410
| -8% | -$22.7K | 0.4% | 57 |
|
|
2023
Q1 | $297K | Buy |
5,445
+45
| +0.8% | +$2.46K | 0.44% | 53 |
|
|
2022
Q4 | $294K | Sell |
5,400
-155
| -3% | -$8.45K | 0.48% | 51 |
|
|
2022
Q3 | $285K | Sell |
5,555
-250
| -4% | -$12.8K | 0.46% | 58 |
|
|
2022
Q2 | $322K | Buy |
+5,805
| New | +$322K | 0.48% | 56 |
|
|
2021
Q4 | $338K | Buy |
+5,355
| New | +$338K | 0.36% | 70 |
|
|
2021
Q1 | $353K | Buy |
+5,755
| New | +$353K | 0.43% | 57 |
|