ICA Group Wealth 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 | $4.59M | Buy |
80,907
+9,703
| +14% | +$550K | 2.75% | 7 |
|
|
2024
Q1 | $4.12M | Buy |
71,204
+10,340
| +17% | +$598K | 0.83% | 28 |
|
|
2023
Q4 | $3.35M | Buy |
60,864
+11,082
| +22% | +$609K | 0.75% | 30 |
|
|
2023
Q3 | $2.64M | Buy |
49,782
+9,034
| +22% | +$478K | 0.74% | 30 |
|
|
2023
Q2 | $2.25M | Buy |
40,748
+7,275
| +22% | +$403K | 0.57% | 38 |
|
|
2023
Q1 | $1.83M | Buy |
33,473
+2,378
| +8% | +$130K | 0.44% | 49 |
|
|
2022
Q4 | $1.72M | Buy |
31,095
+16,534
| +114% | +$917K | 0.41% | 57 |
|
|
2022
Q3 | $746K | Buy |
14,561
+10,972
| +306% | +$562K | 0.16% | 141 |
|
|
2022
Q2 | $207K | Buy |
+3,589
| New | +$207K | 0.04% | 362 |
|