TAM
Tucker Asset Management’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 | $1.15M | Buy |
19,925
+1,531
| +8% | +$88.1K | 0.12% | 27 |
|
|
2024
Q3 | $1.09M | Sell |
18,394
-515
| -3% | -$30.6K | 0.25% | 28 |
|
|
2024
Q2 | $1.07M | Sell |
18,909
-134
| -0.7% | -$7.6K | 0.23% | 28 |
|
|
2024
Q1 | $1.1M | Buy |
19,043
+2,279
| +14% | +$132K | 0.25% | 29 |
|
|
2023
Q4 | $922K | Buy |
16,764
+544
| +3% | +$29.9K | 0.23% | 31 |
|
|
2023
Q3 | $869K | Buy |
16,220
+3,811
| +31% | +$204K | 0.23% | 30 |
|
|
2023
Q2 | $687K | Buy |
12,409
+3,484
| +39% | +$193K | 0.2% | 27 |
|
|
2023
Q1 | $487K | Buy |
+8,925
| New | +$487K | 0.15% | 32 |
|