TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,808
| Closed | -$443K | – | 247 |
|
|
2024
Q2 | $443K | Buy |
7,808
+666
| +9% | +$37.7K | 0.05% | 173 |
|
|
2024
Q1 | $413K | Buy |
7,142
+351
| +5% | +$20.3K | 0.05% | 191 |
|
|
2023
Q4 | $373K | Sell |
6,791
-265
| -4% | -$14.6K | 0.05% | 196 |
|
|
2023
Q3 | $378K | Buy |
7,056
+39
| +0.6% | +$2.09K | 0.05% | 168 |
|
|
2023
Q2 | $388K | Sell |
7,017
-216
| -3% | -$12K | 0.06% | 151 |
|
|
2023
Q1 | $395K | Buy |
7,233
+298
| +4% | +$16.3K | 0.06% | 144 |
|
|
2022
Q4 | $378K | Sell |
6,935
-550
| -7% | -$30K | 0.06% | 136 |
|
|
2022
Q3 | $383K | Buy |
+7,485
| New | +$383K | 0.06% | 125 |
|