Disciplined Investments’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
-3,500
Closed -$203K 124
2024
Q1
$203K Buy
+3,500
New +$203K 0.11% 116
2023
Q3
Sell
-240
Closed -$13.3K 836
2023
Q2
$13.3K Hold
240
0.01% 307
2023
Q1
$13.1K Buy
+240
New +$13.1K 0.01% 334