Safeguard Investment Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$733K Buy
12,893
+7,640
+145% +$434K 0.18% 58
2025
Q1
$300K Buy
+5,253
New +$300K 0.08% 97