Mosley 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
Q4
$13.6M Buy
230,152
+6,548
+3% +$386K 8.4% 2
2024
Q3
$13.3M Buy
223,604
+11,316
+5% +$675K 9.1% 1
2024
Q2
$12M Buy
212,288
+200,493
+1,700% +$11.4M 10.25% 2
2024
Q1
$682K Buy
11,795
+1,291
+12% +$74.7K 0.64% 35
2023
Q4
$578K Buy
+10,504
New +$578K 0.57% 37