STAS
Strong Tower Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-30,019
| Closed | -$1.79M | – | 96 |
|
2024
Q3 | $1.79M | Buy |
30,019
+6,842
| +30% | +$407K | 0.5% | 62 |
|
2024
Q2 | $1.31M | Buy |
23,177
+4,122
| +22% | +$234K | 0.43% | 57 |
|
2024
Q1 | $1.09M | Buy |
19,055
+1,220
| +7% | +$69.9K | 0.44% | 53 |
|
2023
Q4 | $981K | Buy |
17,835
+68
| +0.4% | +$3.74K | 0.43% | 55 |
|
2023
Q3 | $952K | Buy |
17,767
+1,763
| +11% | +$94.4K | 0.48% | 47 |
|
2023
Q2 | $886K | Buy |
+16,004
| New | +$886K | 0.42% | 55 |
|