Crestmont Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,008
| Closed | -$720K | – | 48 |
|
|
2023
Q2 | $720K | Hold |
13,008
| – | – | 0.42% | 11 |
|
|
2023
Q1 | $710K | Buy |
13,008
+2,600
| +25% | +$142K | 0.46% | 11 |
|
|
2022
Q4 | $567K | Hold |
10,408
| – | – | 0.39% | 12 |
|
|
2022
Q3 | $533K | Buy |
10,408
+5,995
| +136% | +$307K | 0.4% | 13 |
|
|
2022
Q2 | $245K | Buy |
+4,413
| New | +$245K | 0.24% | 19 |
|