AFA
American Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $505K | Sell |
8,878
-1,457
| -14% | -$82.8K | 0.07% | 91 |
|
|
2025
Q1 | $591K | Sell |
10,335
-208
| -2% | -$11.9K | 0.09% | 70 |
|
|
2024
Q4 | $607K | Buy |
10,543
+142
| +1% | +$8.17K | 0.09% | 70 |
|
|
2024
Q3 | $619K | Sell |
10,401
-1,455
| -12% | -$86.6K | 0.08% | 70 |
|
|
2024
Q2 | $672K | Sell |
11,856
-582
| -5% | -$33K | 0.1% | 71 |
|
|
2024
Q1 | $720K | Buy |
12,438
+2,219
| +22% | +$128K | 0.1% | 72 |
|
|
2023
Q4 | $562K | Buy |
10,219
+6,071
| +146% | +$334K | 0.08% | 75 |
|
|
2023
Q3 | $222K | Buy |
+4,148
| New | +$222K | 0.04% | 123 |
|