BFA
BBJS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $144K | Hold |
2,427
| – | – | 0.05% | 53 |
|
|
2024
Q2 | $138K | Hold |
2,427
| – | – | 0.05% | 54 |
|
|
2024
Q1 | $140K | Sell |
2,427
-300
| -11% | -$17.4K | 0.05% | 54 |
|
|
2023
Q4 | $150K | Buy |
2,727
+600
| +28% | +$33K | 0.05% | 55 |
|
|
2023
Q3 | $114K | Buy |
2,127
+300
| +16% | +$16.1K | 0.04% | 59 |
|
|
2023
Q2 | $101K | Hold |
1,827
| – | – | 0.04% | 56 |
|
|
2023
Q1 | $99.8K | Buy |
1,827
+427
| +31% | +$23.3K | 0.04% | 57 |
|
|
2022
Q4 | $76.3K | Buy |
+1,400
| New | +$76.3K | 0.03% | 64 |
|