Zullo Investment Group’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
Q1 | – | Sell |
-100
| Closed | -$5.45K | – | 441 |
|
|
2022
Q4 | $5.45K | Sell |
100
-250
| -71% | -$13.6K | ﹤0.01% | 585 |
|
|
2022
Q3 | $18K | Hold |
350
| – | – | 0.01% | 404 |
|
|
2022
Q2 | $19K | Sell |
350
-200
| -36% | -$10.9K | 0.01% | 407 |
|
|
2022
Q1 | $34K | Sell |
550
-300
| -35% | -$18.5K | 0.02% | 351 |
|
|
2021
Q4 | $54K | Buy |
+850
| New | +$54K | 0.03% | 296 |
|