Howard Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-132,383
| Closed | -$7.66M | – | 85 |
|
|
2024
Q1 | $7.66M | Buy |
132,383
+15,381
| +13% | +$890K | 0.84% | 14 |
|
|
2023
Q4 | $6.47M | Buy |
117,002
+10,949
| +10% | +$605K | 0.8% | 13 |
|
|
2023
Q3 | $5.68M | Buy |
106,053
+10,317
| +11% | +$553K | 0.77% | 15 |
|
|
2023
Q2 | $5.3M | Buy |
95,736
+37,633
| +65% | +$2.08M | 0.72% | 15 |
|
|
2023
Q1 | $3.17M | Buy |
+58,103
| New | +$3.17M | 0.55% | 13 |
|