Morris Financial Concepts’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
Q4 | – | Sell |
-607
| Closed | -$36.1K | – | 191 |
|
|
2024
Q3 | $36.1K | Hold |
607
| – | – | 0.02% | 155 |
|
|
2024
Q2 | $34.4K | Sell |
607
-14
| -2% | -$794 | 0.02% | 128 |
|
|
2024
Q1 | $35.9K | Buy |
621
+331
| +114% | +$19.2K | 0.02% | 123 |
|
|
2023
Q4 | $15.9K | Hold |
290
| – | – | 0.01% | 129 |
|
|
2023
Q3 | $15.5K | Hold |
290
| – | – | 0.01% | 120 |
|
|
2023
Q2 | $16K | Buy |
+290
| New | +$16K | 0.01% | 121 |
|