YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $316K | Hold |
5,800
| – | – | 0.08% | 179 |
|
|
2022
Q3 | $297K | Buy |
+5,800
| New | +$297K | 0.08% | 198 |
|
|
2022
Q2 | – | Sell |
-5,500
| Closed | -$338K | – | 285 |
|
|
2022
Q1 | $338K | Hold |
5,500
| – | – | 0.07% | 213 |
|
|
2021
Q4 | $348K | Hold |
5,500
| – | – | 0.08% | 219 |
|
|
2021
Q3 | $328K | Buy |
5,500
+400
| +8% | +$23.9K | 0.08% | 205 |
|
|
2021
Q2 | $309K | Hold |
5,100
| – | – | 0.08% | 202 |
|
|
2021
Q1 | $296K | Buy |
+5,100
| New | +$296K | 0.09% | 197 |
|