CWA
Clarus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,537
| Closed | -$267K | – | 130 |
|
|
2024
Q3 | $267K | Sell |
4,537
-71
| -2% | -$4.18K | 0.14% | 105 |
|
|
2024
Q2 | $259K | Buy |
4,608
+78
| +2% | +$4.39K | 0.14% | 105 |
|
|
2024
Q1 | $257K | Sell |
4,530
-39
| -0.9% | -$2.21K | 0.15% | 105 |
|
|
2023
Q4 | $252K | Buy |
+4,569
| New | +$252K | 0.15% | 99 |
|