Evergreen Capital Management’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
Q1 | – | Sell |
-32,236
| Closed | -$1.79M | – | 898 |
|
|
2023
Q4 | $1.79M | Buy |
32,236
+662
| +2% | +$36.7K | 0.07% | 234 |
|
|
2023
Q3 | $1.69M | Buy |
31,574
+558
| +2% | +$29.9K | 0.07% | 233 |
|
|
2023
Q2 | $1.72M | Buy |
31,016
+694
| +2% | +$38.4K | 0.07% | 231 |
|
|
2023
Q1 | $1.66M | Buy |
30,322
+804
| +3% | +$43.9K | 0.07% | 230 |
|
|
2022
Q4 | $1.63M | Buy |
29,518
+789
| +3% | +$43.4K | 0.08% | 231 |
|
|
2022
Q3 | $1.47M | Buy |
28,729
+962
| +3% | +$49.3K | 0.08% | 226 |
|
|
2022
Q2 | $1.54M | Buy |
27,767
+924
| +3% | +$51.2K | 0.08% | 214 |
|
|
2022
Q1 | $1.65M | Buy |
+26,843
| New | +$1.65M | 0.07% | 239 |
|