CWA
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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