HoyleCohen’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 | $3.97M | Buy |
70,102
+14,484
| +26% | +$821K | 0.3% | 76 |
|
|
2024
Q1 | $3.22M | Buy |
55,618
+15,278
| +38% | +$884K | 0.25% | 91 |
|
|
2023
Q4 | $2.22M | Buy |
40,340
+8,957
| +29% | +$492K | 0.18% | 105 |
|
|
2023
Q3 | $1.68M | Buy |
31,383
+8,657
| +38% | +$464K | 0.16% | 115 |
|
|
2023
Q2 | $1.26M | Buy |
22,726
+4,826
| +27% | +$267K | 0.11% | 129 |
|
|
2023
Q1 | $977K | Buy |
17,900
+13,560
| +312% | +$740K | 0.09% | 138 |
|
|
2022
Q4 | $236K | Buy |
+4,340
| New | +$236K | 0.02% | 242 |
|