Family Asset 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
Q3 | $1.21M | Sell |
20,277
-779
| -4% | -$46.4K | 0.73% | 33 |
|
|
2024
Q2 | $1.19M | Sell |
21,056
-2,372
| -10% | -$134K | 0.77% | 29 |
|
|
2024
Q1 | $1.36M | Buy |
23,428
+65
| +0.3% | +$3.76K | 0.85% | 30 |
|
|
2023
Q4 | $1.28M | Sell |
23,363
-67
| -0.3% | -$3.68K | 0.86% | 30 |
|
|
2023
Q3 | $1.25M | Sell |
23,430
-6,913
| -23% | -$370K | 0.93% | 27 |
|
|
2023
Q2 | $1.68M | Sell |
30,343
-542
| -2% | -$30K | 1.13% | 21 |
|
|
2023
Q1 | $1.69M | Buy |
30,885
+2,012
| +7% | +$110K | 1.23% | 21 |
|
|
2022
Q4 | $1.57M | Buy |
+28,873
| New | +$1.57M | 1.31% | 19 |
|