Meeder Advisory Services’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
Q3 | – | Sell |
-73,046
| Closed | -$4.14M | – | 563 |
|
|
2024
Q2 | $4.14M | Buy |
73,046
+16,388
| +29% | +$929K | 0.29% | 49 |
|
|
2024
Q1 | $3.28M | Buy |
56,658
+4,466
| +9% | +$258K | 0.33% | 47 |
|
|
2023
Q4 | $2.87M | Buy |
52,192
+2,191
| +4% | +$120K | 0.33% | 49 |
|
|
2023
Q3 | $2.68M | Buy |
50,001
+217
| +0.4% | +$11.6K | 0.34% | 46 |
|
|
2023
Q2 | $2.75M | Buy |
49,784
+257
| +0.5% | +$14.2K | 0.3% | 51 |
|
|
2023
Q1 | $2.7M | Buy |
+49,527
| New | +$2.7M | 0.31% | 52 |
|