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Connectus Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Connectus Wealth’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		$13.2M Sell
227,626
-16,455
-7% -$952K 0.36% 68
2023
Q4 		$13.5M Sell
244,081
-20,228
-8% -$1.12M 0.28% 84
2023
Q3 		$14.2M Buy
+264,309
New +$14.2M 0.32% 80