Simplicity Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$4.47M Buy
81,334
+6,304
+8% +$347K 0.12% 153
2023
Q3
$4.02M Buy
75,030
+3,622
+5% +$194K 0.13% 151
2023
Q2
$3.95M Sell
71,408
-523
-0.7% -$28.9K 0.11% 183
2023
Q1
$3.93M Buy
71,931
+60,477
+528% +$3.3M 0.1% 187
2022
Q4
$624K Buy
11,454
+527
+5% +$28.7K 0.08% 282
2022
Q3
$560K Buy
10,927
+3,836
+54% +$197K 0.08% 286
2022
Q2
$393K Buy
+7,091
New +$393K 0.05% 361