Rainsberger Wealth 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
Q4 | $1.03M | Sell |
18,706
-598
| -3% | -$32.9K | 0.56% | 51 |
|
|
2023
Q3 | $1.03M | Buy |
19,304
+1,530
| +9% | +$81.9K | 0.63% | 44 |
|
|
2023
Q2 | $983K | Buy |
17,774
+1,648
| +10% | +$91.2K | 0.59% | 48 |
|
|
2023
Q1 | $880K | Buy |
16,126
+5,537
| +52% | +$302K | 0.52% | 50 |
|
|
2022
Q4 | $577K | Sell |
10,589
-1,804
| -15% | -$98.3K | 0.37% | 57 |
|
|
2022
Q3 | $635K | Buy |
+12,393
| New | +$635K | 0.44% | 53 |
|