Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $239K | Buy |
4,136
+930
| +29% | +$53.8K | 0.09% | 98 |
|
|
2023
Q4 | $176K | Buy |
3,206
+347
| +12% | +$19.1K | 0.07% | 115 |
|
|
2023
Q3 | $153K | Buy |
2,859
+621
| +28% | +$33.2K | 0.06% | 120 |
|
|
2023
Q2 | $124K | Buy |
2,238
+646
| +41% | +$35.7K | 0.05% | 129 |
|
|
2023
Q1 | $87K | Buy |
1,592
+790
| +99% | +$43.2K | 0.04% | 147 |
|
|
2022
Q4 | $44K | Buy |
802
+561
| +233% | +$30.8K | 0.02% | 195 |
|
|
2022
Q3 | $12K | Buy |
241
+71
| +42% | +$3.54K | 0.01% | 232 |
|
|
2022
Q2 | $9K | Buy |
170
+85
| +100% | +$4.5K | ﹤0.01% | 454 |
|
|
2022
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 525 |
|
|
2021
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 449 |
|
|
2021
Q2 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 492 |
|