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Altman Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Altman Advisors’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
2023
Q1 		– Sell
-7,911
Closed -$439K – 87
2022
Q4 		$439K Buy
7,911
+2,911
+58% +$158K 0.27% 83
2022
Q3 		$256K Buy
+5,000
New +$278K 0.16% 92

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Altman Advisors's JEPI Position: Q1 2023 in Review

Altman Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2023, closing a stake of 7,911 shares — an estimated $439K sold.

Altman Advisors first reported a position in JEPI in Q3 2022 and held it in 2 quarters. The position peaked at $439K in Q4 2022. 756 funds tracked by Wall St. Rank hold JEPI as of Q1 2023.

  • Altman Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2023 after selling out during the quarter.
  • Altman Advisors sold 7,911 JPMorgan Equity Premium Income ETF shares in Q1 2023, an estimated $439K.
  • Altman Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 2 quarters.
  • Altman Advisors's JPMorgan Equity Premium Income ETF position peaked at $439K in Q4 2022.
  • 756 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2023.

Based on Altman Advisors's 13F filing for Q1 2023, filed 9 May 2023.