Hanson & Doremus Investment Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-5,305
| Closed | -$272K | – | 542 |
|
2022
Q3 | $272K | Buy |
5,305
+337
| +7% | +$17.3K | 0.07% | 145 |
|
2022
Q2 | $275K | Buy |
4,968
+272
| +6% | +$15.1K | 0.07% | 152 |
|
2022
Q1 | $288K | Buy |
4,696
+1,371
| +41% | +$84.1K | 0.06% | 158 |
|
2021
Q4 | $210K | Buy |
3,325
+1,597
| +92% | +$101K | 0.04% | 180 |
|
2021
Q3 | $103K | Buy |
+1,728
| New | +$103K | 0.02% | 237 |
|