CPC
Consolidated Planning Corp’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
32,964
-305
| -0.9% | -$17.3K | 0.24% | 89 |
|
|
2025
Q1 | $1.9M | Sell |
33,269
-298
| -0.9% | -$17K | 0.26% | 83 |
|
|
2024
Q4 | $1.93M | Buy |
33,567
+179
| +0.5% | +$10.3K | 0.26% | 76 |
|
|
2024
Q3 | $1.99M | Sell |
33,388
-1,127
| -3% | -$67.1K | 0.3% | 74 |
|
|
2024
Q2 | $1.96M | Buy |
34,515
+1,792
| +5% | +$102K | 0.32% | 74 |
|
|
2024
Q1 | $1.89M | Buy |
32,723
+11,609
| +55% | +$672K | 0.32% | 75 |
|
|
2023
Q4 | $1.16M | Buy |
+21,114
| New | +$1.16M | 0.22% | 84 |
|