Source Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $2.31M | Sell |
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|
2023
Q3 | $2.29M | Sell |
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|
2023
Q2 | $2.66M | Buy |
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|
2023
Q1 | $1.7M | Sell |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $6.02M | Buy |
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|
2022
Q1 | $4.44M | Sell |
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|
2021
Q4 | $4.66M | Buy |
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|
2021
Q3 | $2.75M | Buy |
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|
2021
Q2 | $731K | Buy |
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