Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,090
| Closed | -$468K | – | 229 |
|
|
2024
Q1 | $468K | Buy |
8,090
+1,482
| +22% | +$85.8K | 0.09% | 214 |
|
|
2023
Q4 | $364K | Sell |
6,608
-97
| -1% | -$5.35K | 0.08% | 243 |
|
|
2023
Q3 | $359K | Sell |
6,705
-1,036
| -13% | -$55.5K | 0.09% | 218 |
|
|
2023
Q2 | $428K | Buy |
7,741
+474
| +7% | +$26.2K | 0.1% | 205 |
|
|
2023
Q1 | $397K | Buy |
7,267
+3,060
| +73% | +$167K | 0.1% | 215 |
|
|
2022
Q4 | $229K | Buy |
+4,207
| New | +$229K | 0.06% | 320 |
|