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

Altavista Wealth Management’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
2021
Q4 		$692K Buy
10,950
+5,730
+110% +$353K 0.14% 108
2021
Q3 		$311K Buy
+5,220
New +$321K 0.07% 149

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

Altavista Wealth Management's JEPI Position: Q4 2021 in Review

Altavista Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 110% in Q4 2021, buying an estimated $353K and bringing the position to 10,950 shares worth $692K. The position accounts for 0.14% of the portfolio, ranked #108.

Altavista Wealth Management first reported a position in JEPI in Q3 2021 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold JEPI as of Q4 2021.

  • Altavista Wealth Management held 10,950 shares of JPMorgan Equity Premium Income ETF worth $692K as of Q4 2021.
  • Altavista Wealth Management bought 5,730 JPMorgan Equity Premium Income ETF shares in Q4 2021, an estimated $353K.
  • JPMorgan Equity Premium Income ETF made up 0.14% of Altavista Wealth Management's portfolio in Q4 2021, its #108 holding.
  • Altavista Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.