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Squire Investment Management Company’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Squire Investment Management Company’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,649
Closed -$325K – 67
2024
Q4 		$325K Buy
5,649
+664
+13% +$39.4K 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 +$250K 0.21% 44

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Squire Investment Management Company's JEPI Position: Q1 2025 in Review

Squire Investment Management Company sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 5,649 shares — an estimated $325K sold.

Squire Investment Management Company first reported a position in JEPI in Q4 2023 and held it in 5 quarters. The position peaked at $325K in Q4 2024. 1,264 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

  • Squire Investment Management Company reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Squire Investment Management Company sold 5,649 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $325K.
  • Squire Investment Management Company first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 5 quarters.
  • Squire Investment Management Company's JPMorgan Equity Premium Income ETF position peaked at $325K in Q4 2024.
  • 1,264 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Squire Investment Management Company's 13F filing for Q1 2025, filed 8 May 2025.