Sand Hill Global 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
2024
Q4
Sell
-8,251
Closed -$491K 196
2024
Q3
$491K Buy
+8,251
New +$491K 0.02% 140
2021
Q4
Sell
-5,194
Closed -$310K 160
2021
Q3
$310K Buy
+5,194
New +$310K 0.02% 127