CWA
Clarus 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 |
-6,319
| Closed | -$353K | – | 121 |
|
2024
Q4 | $353K | Buy |
6,319
+41
| +0.7% | +$2.29K | 0.18% | 91 |
|
2024
Q3 | $340K | Buy |
6,278
+1,422
| +29% | +$76.9K | 0.17% | 94 |
|
2024
Q2 | $272K | Buy |
4,856
+72
| +2% | +$4.04K | 0.14% | 100 |
|
2024
Q1 | $256K | Buy |
+4,784
| New | +$256K | 0.14% | 106 |
|