Western Wealth Management’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
Q4 | – | Sell |
-93,442
| Closed | -$5.56M | – | 705 |
|
|
2024
Q3 | $5.56M | Buy |
+93,442
| New | +$5.56M | 0.32% | 64 |
|
|
2024
Q1 | – | Sell |
-85,369
| Closed | -$4.69M | – | 679 |
|
|
2023
Q4 | $4.69M | Buy |
85,369
+15,233
| +22% | +$838K | 0.34% | 59 |
|
|
2023
Q3 | $3.76M | Buy |
70,136
+9,906
| +16% | +$531K | 0.32% | 69 |
|
|
2023
Q2 | $3.33M | Buy |
60,230
+21,810
| +57% | +$1.21M | 0.28% | 74 |
|
|
2023
Q1 | $2.1M | Buy |
38,420
+32,680
| +569% | +$1.78M | 0.2% | 120 |
|
|
2022
Q4 | $313K | Buy |
+5,740
| New | +$313K | 0.03% | 453 |
|