Fusion Family Wealth’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 | – | Sell |
-6,848
| Closed | -$367K | – | 45 |
|
|
2023
Q3 | $367K | Hold |
6,848
| – | – | 0.05% | 29 |
|
|
2023
Q2 | $379K | Hold |
6,848
| – | – | 0.05% | 31 |
|
|
2023
Q1 | $374K | Buy |
6,848
+117
| +2% | +$6.39K | 0.05% | 29 |
|
|
2022
Q4 | $367K | Buy |
+6,731
| New | +$367K | 0.05% | 29 |
|
|
2022
Q3 | – | Sell |
-6,658
| Closed | -$369K | – | 41 |
|
|
2022
Q2 | $369K | Buy |
+6,658
| New | +$369K | 0.05% | 26 |
|