Westshore Wealth’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 | – | Sell |
-127,397
| Closed | -$7.05M | – | 101 |
|
|
2023
Q2 | $7.05M | Buy |
127,397
+13,771
| +12% | +$762K | 3.6% | 8 |
|
|
2023
Q1 | $6.2M | Buy |
113,626
+9,626
| +9% | +$526K | 3.26% | 8 |
|
|
2022
Q4 | $5.67M | Sell |
104,000
-1,740
| -2% | -$94.8K | 3.23% | 8 |
|
|
2022
Q3 | $5.42M | Buy |
105,740
+9,534
| +10% | +$488K | 3.73% | 7 |
|
|
2022
Q2 | $5.34M | Buy |
96,206
+26,699
| +38% | +$1.48M | 3.48% | 7 |
|
|
2022
Q1 | $4.27M | Buy |
69,507
+9,433
| +16% | +$579K | 2.87% | 9 |
|
|
2021
Q4 | $3.8M | Buy |
+60,074
| New | +$3.8M | 2.6% | 9 |
|