LWA
Lineweaver 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 | $894K | Buy |
15,733
+99
| +0.6% | +$5.63K | 0.14% | 99 |
|
|
2025
Q1 | $893K | Sell |
15,634
-76
| -0.5% | -$4.34K | 0.15% | 95 |
|
|
2024
Q4 | $904K | Sell |
15,710
-535
| -3% | -$30.8K | 0.17% | 89 |
|
|
2024
Q3 | $967K | Buy |
16,245
+653
| +4% | +$38.9K | 0.18% | 85 |
|
|
2024
Q2 | $884K | Buy |
15,592
+566
| +4% | +$32.1K | 0.18% | 84 |
|
|
2024
Q1 | $869K | Buy |
15,026
+2,069
| +16% | +$120K | 0.21% | 86 |
|
|
2023
Q4 | $712K | Buy |
12,957
+427
| +3% | +$23.5K | 0.18% | 89 |
|
|
2023
Q3 | $671K | Buy |
+12,530
| New | +$671K | 0.2% | 79 |
|