Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.95M | Buy |
92,497
+3,342
| +4% | +$179K | 0.91% | 31 |
|
|
2023
Q2 | $4.93M | Buy |
89,155
+13,402
| +18% | +$742K | 0.89% | 31 |
|
|
2023
Q1 | $4.13M | Buy |
75,753
+13,862
| +22% | +$755K | 0.8% | 32 |
|
|
2022
Q4 | $3.42M | Buy |
61,891
+22,318
| +56% | +$1.23M | 0.71% | 34 |
|
|
2022
Q3 | $2.03M | Buy |
39,573
+18,941
| +92% | +$972K | 0.51% | 40 |
|
|
2022
Q2 | $1.14M | Buy |
20,632
+13,683
| +197% | +$759K | 0.29% | 47 |
|
|
2022
Q1 | $429K | Buy |
+6,949
| New | +$429K | 0.08% | 164 |
|