CWA
Canvas Wealth Advisors’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,736
| Closed | -$212K | – | 188 |
|
|
2024
Q4 | $212K | Buy |
3,736
+76
| +2% | +$4.32K | 0.05% | 165 |
|
|
2024
Q3 | $201K | Sell |
3,660
-2,862
| -44% | -$157K | 0.06% | 173 |
|
|
2024
Q2 | $342K | Buy |
6,522
+1,402
| +27% | +$73.4K | 0.11% | 103 |
|
|
2024
Q1 | $267K | Buy |
+5,120
| New | +$267K | 0.09% | 116 |
|