Hilltop Wealth Advisors’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
Q2
Sell
-188,125
Closed -$10.9M 53
2024
Q1
$10.9M Sell
188,125
-184,024
-49% -$10.6M 5.56% 7
2023
Q4
$20.5M Buy
372,149
+11,721
+3% +$644K 11.67% 2
2023
Q3
$19.3M Buy
360,428
+4,840
+1% +$259K 14.94% 3
2023
Q2
$19.7M Buy
+355,588
New +$19.7M 14.51% 3