CWA
Cascade 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 | $14.2M | Buy |
253,728
+33,796
| +15% | +$1.89M | 8.04% | 2 |
|
|
2025
Q1 | $12M | Buy |
219,932
+78,381
| +55% | +$4.27M | 8.29% | 5 |
|
|
2024
Q4 | $8.14M | Buy |
141,551
+18,810
| +15% | +$1.08M | 5.51% | 6 |
|
|
2024
Q3 | $7.3M | Buy |
122,741
+1,513
| +1% | +$90K | 5.22% | 6 |
|
|
2024
Q2 | $6.83M | Buy |
121,228
+28,650
| +31% | +$1.61M | 5.05% | 6 |
|
|
2024
Q1 | $5.2M | Buy |
+92,578
| New | +$5.2M | 4.42% | 8 |
|