Ten Capital Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.9M | Sell |
449,845
-13,104
| -3% | -$725K | 7.22% | 4 |
|
|
2023
Q1 | $25.3M | Buy |
462,949
+26,475
| +6% | +$1.45M | 8.22% | 3 |
|
|
2022
Q4 | $23.8M | Buy |
436,474
+44,135
| +11% | +$2.4M | 9.54% | 3 |
|
|
2022
Q3 | $20.1M | Buy |
392,339
+45,858
| +13% | +$2.35M | 9.15% | 3 |
|
|
2022
Q2 | $19.2M | Buy |
346,481
+25,983
| +8% | +$1.44M | 8.36% | 4 |
|
|
2022
Q1 | $19.7M | Buy |
+320,498
| New | +$19.7M | 8.22% | 3 |
|