Vahanian & Associates Financial Planning’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
Q1
Sell
-6,605
Closed -$360K 77
2022
Q4
$360K Buy
6,605
+1,400
+27% +$76.3K 1.18% 34
2022
Q3
$267K Buy
+5,205
New +$267K 0.92% 36