VitalStone Financial’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
$525K Sell
8,817
-6,620
-43% -$394K 0.36% 60
2024
Q2
$875K Buy
15,437
+9,739
+171% +$552K 0.63% 39
2024
Q1
$330K Buy
5,698
+2,734
+92% +$158K 0.25% 76
2023
Q4
$163K Buy
2,964
+2,954
+29,540% +$162K 0.13% 103
2023
Q3
$1K Buy
+10
New +$1K ﹤0.01% 424