IFPG
Intrepid Financial Planning Group’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 | $7.62M | Buy |
134,076
+12,442
| +10% | +$707K | 3.2% | 7 |
|
|
2025
Q1 | $6.95M | Buy |
121,634
+5,616
| +5% | +$321K | 3.22% | 7 |
|
|
2024
Q4 | $6.67M | Buy |
116,018
+67,781
| +141% | +$3.9M | 2.82% | 9 |
|
|
2024
Q3 | $2.87M | Buy |
48,237
+9,876
| +26% | +$588K | 1.23% | 20 |
|
|
2024
Q2 | $2.17M | Buy |
38,361
+7,932
| +26% | +$450K | 0.93% | 25 |
|
|
2024
Q1 | $1.76M | Buy |
30,429
+13,133
| +76% | +$760K | 0.76% | 36 |
|
|
2023
Q4 | $951K | Buy |
17,296
+246
| +1% | +$13.5K | 0.45% | 43 |
|
|
2023
Q3 | $913K | Buy |
17,050
+582
| +4% | +$31.2K | 0.47% | 43 |
|
|
2023
Q2 | $911K | Buy |
16,468
+1,253
| +8% | +$69.3K | 0.44% | 46 |
|
|
2023
Q1 | $831K | Buy |
15,215
+7,481
| +97% | +$408K | 0.42% | 48 |
|
|
2022
Q4 | $421K | Buy |
+7,734
| New | +$421K | 0.23% | 66 |
|