WR Wealth Planners’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 | $108K | Hold |
1,876
| – | – | 0.03% | 224 |
|
|
2024
Q3 | $112K | Hold |
1,876
| – | – | 0.03% | 254 |
|
|
2024
Q2 | $106K | Buy |
1,876
+394
| +27% | +$22.3K | 0.03% | 244 |
|
|
2024
Q1 | $85.7K | Buy |
+1,482
| New | +$85.7K | 0.03% | 272 |
|
|
2023
Q4 | – | Sell |
-1,426
| Closed | -$76.4K | – | 538 |
|
|
2023
Q3 | $76.4K | Hold |
1,426
| – | – | 0.03% | 271 |
|
|
2023
Q2 | $78.9K | Buy |
+1,426
| New | +$78.9K | 0.03% | 270 |
|