SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Hold |
200
| – | – | ﹤0.01% | 400 |
|
|
2025
Q1 | $11.4K | Hold |
200
| – | – | ﹤0.01% | 337 |
|
|
2024
Q4 | $11.5K | Hold |
200
| – | – | ﹤0.01% | 312 |
|
|
2024
Q3 | $11.9K | Hold |
200
| – | – | ﹤0.01% | 250 |
|
|
2024
Q2 | $11.3K | Sell |
200
-1,156
| -85% | -$65.5K | ﹤0.01% | 239 |
|
|
2024
Q1 | $78.5K | Sell |
1,356
-3,923
| -74% | -$227K | 0.01% | 113 |
|
|
2023
Q4 | $290K | Sell |
5,279
-1,251
| -19% | -$68.8K | 0.05% | 77 |
|
|
2023
Q3 | $350K | Buy |
+6,530
| New | +$350K | 0.06% | 63 |
|