Evernest Financial Advisors’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
-4,080
Closed -$224K 129
2023
Q4
$224K Buy
+4,080
New +$224K 0.11% 120
2021
Q4
$233K Buy
+4,156
New +$233K 0.12% 113