Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.3M | Buy |
262,834
+18,637
| +8% | +$1.02M | 1.41% | 5 |
|
|
2022
Q3 | $12.5M | Buy |
244,197
+107,919
| +79% | +$5.53M | 1.33% | 5 |
|
|
2022
Q2 | $7.56M | Buy |
136,278
+102,640
| +305% | +$5.69M | 0.77% | 25 |
|
|
2022
Q1 | $2.07M | Sell |
33,638
-13,096
| -28% | -$804K | 0.17% | 129 |
|
|
2021
Q4 | $2.95M | Buy |
46,734
+27,149
| +139% | +$1.72M | 0.23% | 105 |
|
|
2021
Q3 | $1.17M | Buy |
19,585
+4,512
| +30% | +$269K | 0.21% | 111 |
|
|
2021
Q2 | $913K | Buy |
+15,073
| New | +$913K | 0.12% | 187 |
|