Baystate Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $651K | Sell |
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|
2023
Q3 | $636K | Buy |
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|
2023
Q2 | $649K | Buy |
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|
2023
Q1 | $606K | Buy |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $673K | Sell |
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|
2022
Q2 | $832K | Buy |
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|
2022
Q1 | $702K | Sell |
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|
2021
Q4 | $753K | Buy |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $221K | Buy |
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