WealthSpring Partners’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
Q3
$500K Hold
9,344
0.37% 41
2023
Q2
$517K Buy
9,344
+726
+8% +$40.2K 0.37% 41
2023
Q1
$471K Buy
8,618
+2,400
+39% +$131K 0.36% 43
2022
Q4
$339K Buy
+6,218
New +$339K 0.26% 59