Next Financial Group’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
2021
Q4
$2.6M Sell
41,103
-1,142
-3% -$72.2K 0.17% 132
2021
Q3
$2.52M Buy
42,245
+25,156
+147% +$1.5M 0.2% 115
2021
Q2
$1.04M Buy
17,089
+11,455
+203% +$694K 0.08% 257
2021
Q1
$327K Buy
+5,634
New +$327K 0.03% 588