EisnerAmper Wealth Management Corporate Benefits’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
Q4
$4.36M Sell
79,233
-93,711
-54% -$5.15M 1.59% 17
2023
Q3
$9.26M Buy
172,944
+148,041
+594% +$7.93M 4.13% 8
2023
Q2
$1.38M Buy
+24,903
New +$1.38M 0.66% 30