GFG
Goldstone Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.68M | Buy |
64,651
+3,288
| +5% | +$187K | 0.49% | 49 |
|
|
2025
Q1 | $3.51M | Sell |
61,363
-7,025
| -10% | -$401K | 0.53% | 44 |
|
|
2024
Q4 | $3.93M | Buy |
68,388
+4,338
| +7% | +$250K | 0.62% | 40 |
|
|
2024
Q3 | $3.81M | Buy |
64,050
+5,071
| +9% | +$302K | 0.66% | 38 |
|
|
2024
Q2 | $3.34M | Buy |
58,979
+11,099
| +23% | +$629K | 0.67% | 36 |
|
|
2024
Q1 | $2.77M | Sell |
47,880
-639
| -1% | -$37K | 0.64% | 37 |
|
|
2023
Q4 | $2.67M | Sell |
48,519
-4,159
| -8% | -$229K | 0.69% | 36 |
|
|
2023
Q3 | $2.82M | Buy |
52,678
+11,870
| +29% | +$636K | 0.84% | 28 |
|
|
2023
Q2 | $2.26M | Buy |
40,808
+13,521
| +50% | +$748K | 0.66% | 31 |
|
|
2023
Q1 | $1.49M | Buy |
+27,287
| New | +$1.49M | 0.49% | 40 |
|