Planning Capital Management Corporation’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
Q3
$10.2K Sell
171
-89
-34% -$5.3K 0.01% 437
2024
Q2
$14.7K Buy
260
+159
+157% +$9.01K 0.01% 350
2024
Q1
$5.84K Buy
+101
New +$5.84K ﹤0.01% 466