Sugarloaf Wealth Management’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
Q4
$344K Sell
2024
Q3
$439K Sell
2024
Q2
$507K Buy
2024
Q1
$509K Sell
2023
Q4
$882K Buy
2023
Q3
$311K Buy
2023
Q2
$266K Buy
2023
Q1
$250K Buy
2022
Q4
$99.2K Buy
2022
Q3
$23K Buy
2022
Q2
$16K Buy