CWA
Canvas 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 | $484K | Buy |
8,472
+1,415
| +20% | +$80.9K | 0.1% | 113 |
|
|
2025
Q1 | $380K | Sell |
7,057
-544
| -7% | -$29.3K | 0.1% | 117 |
|
|
2024
Q4 | $441K | Sell |
7,601
-3,331
| -30% | -$193K | 0.11% | 102 |
|
|
2024
Q3 | $651K | Buy |
10,932
+735
| +7% | +$43.7K | 0.18% | 74 |
|
|
2024
Q2 | $582K | Buy |
10,197
+1,326
| +15% | +$75.6K | 0.18% | 73 |
|
|
2024
Q1 | $493K | Buy |
+8,871
| New | +$493K | 0.17% | 76 |
|