Glassman Wealth Services’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
Q4 | – | Sell |
-240
| Closed | -$14.3K | – | 189 |
|
|
2024
Q3 | $14.3K | Buy |
240
+15
| +7% | +$893 | ﹤0.01% | 136 |
|
|
2024
Q2 | $12.8K | Buy |
225
+5
| +2% | +$283 | ﹤0.01% | 145 |
|
|
2024
Q1 | $12.7K | Buy |
220
+163
| +286% | +$9.41K | ﹤0.01% | 149 |
|
|
2023
Q4 | $3.11K | Buy |
57
+2
| +4% | +$109 | ﹤0.01% | 1209 |
|
|
2023
Q3 | $2.96K | Sell |
55
-64
| -54% | -$3.45K | ﹤0.01% | 1217 |
|
|
2023
Q2 | $6.58K | Buy |
+119
| New | +$6.58K | ﹤0.01% | 925 |
|