EWA
Etesian 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 | $1.98M | Buy |
34,867
+9,914
| +40% | +$564K | 0.74% | 37 |
|
|
2025
Q1 | $1.43M | Buy |
24,953
+2,944
| +13% | +$168K | 0.61% | 49 |
|
|
2024
Q4 | $1.27M | Buy |
22,009
+2,446
| +13% | +$141K | 0.56% | 57 |
|
|
2024
Q3 | $1.16M | Buy |
19,563
+5,630
| +40% | +$335K | 0.53% | 58 |
|
|
2024
Q2 | $790K | Buy |
13,933
+2,307
| +20% | +$131K | 0.44% | 67 |
|
|
2024
Q1 | $673K | Buy |
11,626
+3,295
| +40% | +$191K | 0.39% | 78 |
|
|
2023
Q4 | $458K | Buy |
8,331
+2,881
| +53% | +$158K | 0.28% | 89 |
|
|
2023
Q3 | $292K | Buy |
5,450
+1,486
| +37% | +$79.6K | 0.2% | 96 |
|
|
2023
Q2 | $219K | Buy |
+3,964
| New | +$219K | 0.14% | 105 |
|