Pinnacle Wealth Planning 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
Q2
Sell
-11,905
Closed -$689K 536
2024
Q1
$689K Buy
11,905
+4
+0% +$231 0.1% 133
2023
Q4
$654K Buy
11,901
+5
+0% +$275 0.1% 132
2023
Q3
$637K Buy
+11,896
New +$637K 0.11% 125