AWA
Acorn Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Sell |
46,395
-187
| -0.4% | -$10.6K | 0.98% | 24 |
|
|
2025
Q1 | $2.66M | Buy |
46,582
+114
| +0.2% | +$6.51K | 1.11% | 22 |
|
|
2024
Q4 | $2.67M | Sell |
46,468
-813
| -2% | -$46.8K | 1.1% | 21 |
|
|
2024
Q3 | $2.81M | Buy |
47,281
+1,683
| +4% | +$100K | 1.21% | 19 |
|
|
2024
Q2 | $2.58M | Buy |
45,598
+353
| +0.8% | +$20K | 1.28% | 19 |
|
|
2024
Q1 | $2.62M | Sell |
45,245
-78
| -0.2% | -$4.51K | 1.37% | 15 |
|
|
2023
Q4 | $2.49M | Sell |
45,323
-319
| -0.7% | -$17.5K | 1.48% | 15 |
|
|
2023
Q3 | $2.44M | Sell |
45,642
-3,440
| -7% | -$184K | 1.63% | 12 |
|
|
2023
Q2 | $2.72M | Buy |
49,082
+20,898
| +74% | +$1.16M | 1.85% | 11 |
|
|
2023
Q1 | $1.54M | Buy |
28,184
+4,786
| +20% | +$261K | 1.14% | 20 |
|
|
2022
Q4 | $1.28M | Buy |
+23,398
| New | +$1.28M | 0.98% | 24 |
|