Advocacy Wealth Management Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Advocacy Wealth Management Services’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
2022 Q3	–	Sell	-1,381	Closed	-$77K	–	141
2022 Q2	$77K	Buy	1,381 +350	+34%	+$20.3K	0.01%	42
2022 Q1	$63K	Hold	1,031	–	–	0.01%	46
2021 Q4	$65K	Buy	1,031 +403	+64%	+$24.8K	0.01%	51
2021 Q3	$37K	Buy	+628	New	+$38.6K	0.01%	64

Other funds holding JEPI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advocacy Wealth Management Services's JEPI Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2022, closing a stake of 1,381 shares — an estimated $77K sold.

Advocacy Wealth Management Services first reported a position in JEPI in Q3 2021 and held it in 4 quarters. The position peaked at $77K in Q2 2022. 526 funds tracked by Wall St. Rank hold JEPI as of Q3 2022.

Advocacy Wealth Management Services reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 1,381 JPMorgan Equity Premium Income ETF shares in Q3 2022, an estimated $77K.
Advocacy Wealth Management Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and held it in 4 quarters.
Advocacy Wealth Management Services's JPMorgan Equity Premium Income ETF position peaked at $77K in Q2 2022.
526 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.