Freedom Wealth Alliance’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
Q3
$1.11M Sell
20,677
-301
-1% -$16.1K 1.82% 12
2023
Q2
$1.16M Buy
20,978
+1,479
+8% +$81.6K 1.62% 12
2023
Q1
$1.06M Buy
19,499
+6,310
+48% +$345K 1.6% 12
2022
Q4
$719K Buy
+13,189
New +$719K 1.01% 13