CWM
C2C Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,445
| Closed | -$1.29M | – | 164 |
|
|
2023
Q3 | $1.29M | Buy |
24,445
+6,330
| +35% | +$334K | 0.18% | 61 |
|
|
2023
Q2 | $1M | Buy |
+18,115
| New | +$1M | 0.13% | 82 |
|
|
2023
Q1 | – | Sell |
-7,034
| Closed | -$385K | – | 241 |
|
|
2022
Q4 | $385K | Hold |
7,034
| – | – | 0.07% | 119 |
|
|
2022
Q3 | $372K | Hold |
7,034
| – | – | 0.07% | 119 |
|
|
2022
Q2 | $393K | Hold |
7,034
| – | – | 0.07% | 123 |
|
|
2022
Q1 | $437K | Buy |
+7,034
| New | +$437K | 0.07% | 127 |
|