Wilbanks Smith & Thomas Asset 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
Q1
Sell
-17,804
Closed -$979K 535
2023
Q4
$979K Hold
17,804
0.03% 225
2023
Q3
$954K Buy
17,804
+31
+0.2% +$1.66K 0.03% 228
2023
Q2
$983K Buy
+17,773
New +$983K 0.03% 224