Peak Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-21,843
| Closed | -$1.21M | – | 64 |
|
|
2023
Q2 | $1.21M | Sell |
21,843
-66,877
| -75% | -$3.7M | 0.95% | 36 |
|
|
2023
Q1 | $4.84M | Sell |
88,720
-24,477
| -22% | -$1.34M | 4.09% | 7 |
|
|
2022
Q4 | $6.17M | Buy |
113,197
+56,194
| +99% | +$3.06M | 5.62% | 5 |
|
|
2022
Q3 | $2.92M | Buy |
57,003
+41,949
| +279% | +$2.15M | 3.59% | 7 |
|
|
2022
Q2 | $835K | Buy |
15,054
+5,746
| +62% | +$319K | 0.83% | 35 |
|
|
2022
Q1 | $572K | Buy |
+9,308
| New | +$572K | 0.49% | 45 |
|