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Halpern Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Halpern Financial’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$14.4M Buy
242,713
+22,643
+10% +$1.34M 3.7% 8
2024
Q2 		$12.5M Buy
220,070
+217,750
+9,386% +$12.3M 3.43% 8
2024
Q1 		$132K Buy
2,320
+1,363
+142% +$77.8K 0.04% 57
2023
Q4 		$52.5K Buy
+957
New +$52.5K 0.02% 90