Squire Investment Management Company’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
Q1 | – | Sell |
-5,649
| Closed | -$325K | – | 67 |
|
|
2024
Q4 | $325K | Buy |
5,649
+664
| +13% | +$38.2K | 0.14% | 56 |
|
|
2024
Q3 | $297K | Hold |
4,985
| – | – | 0.14% | 53 |
|
|
2024
Q2 | $283K | Buy |
4,985
+350
| +8% | +$19.8K | 0.16% | 50 |
|
|
2024
Q1 | $268K | Hold |
4,635
| – | – | 0.17% | 47 |
|
|
2023
Q4 | $255K | Buy |
+4,635
| New | +$255K | 0.21% | 44 |
|