HCM
Hudson Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-214,012
| Closed | -$11.8M | – | 67 |
|
2023
Q4 | $11.8M | Sell |
214,012
-246
| -0.1% | -$13.5K | 4.27% | 5 |
|
2023
Q3 | $11.5M | Buy |
214,258
+6,067
| +3% | +$325K | 4.57% | 5 |
|
2023
Q2 | $11.5M | Buy |
208,191
+6,177
| +3% | +$342K | 4.43% | 5 |
|
2023
Q1 | $11M | Buy |
202,014
+7,987
| +4% | +$436K | 4.38% | 7 |
|
2022
Q4 | $10.6M | Buy |
194,027
+10,748
| +6% | +$586K | 4.18% | 6 |
|
2022
Q3 | $9.39M | Buy |
183,279
+6,026
| +3% | +$309K | 4.68% | 6 |
|
2022
Q2 | $9.83M | Buy |
177,253
+15,349
| +9% | +$851K | 4.67% | 5 |
|
2022
Q1 | $9.94M | Buy |
161,904
+22,199
| +16% | +$1.36M | 3.94% | 7 |
|
2021
Q4 | $8.83M | Buy |
139,705
+111,925
| +403% | +$7.07M | 3.2% | 8 |
|
2021
Q3 | $1.66M | Buy |
+27,780
| New | +$1.66M | 0.66% | 43 |
|