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

American Portfolios 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
2022 Q3	$5.24M	Buy	102,231 +49,146	+93%	+$2.74M	0.22%	86
2022 Q2	$2.94M	Buy	53,085 +18,508	+54%	+$1.07M	0.12%	178
2022 Q1	$2.12M	Buy	34,577 +26,160	+311%	+$1.58M	0.07%	268
2021 Q4	$532K	Buy	8,417 +3,644	+76%	+$224K	0.02%	711
2021 Q3	$285K	Buy	+4,773	New	+$294K	0.01%	963

Other funds holding JEPI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $408B AUM 30.18% 1-Year Est. Return

American Portfolios Advisors's JEPI Position: Q3 2022 in Review

American Portfolios Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 93% in Q3 2022, buying an estimated $2.74M and bringing the position to 102,231 shares worth $5.24M. The position accounts for 0.22% of the portfolio, ranked #86.

American Portfolios Advisors first reported a position in JEPI in Q3 2021 and has held it in 5 quarters since. 526 funds tracked by Wall St. Rank hold JEPI as of Q3 2022.

American Portfolios Advisors held 102,231 shares of JPMorgan Equity Premium Income ETF worth $5.24M as of Q3 2022.
American Portfolios Advisors bought 49,146 JPMorgan Equity Premium Income ETF shares in Q3 2022, an estimated $2.74M.
JPMorgan Equity Premium Income ETF made up 0.22% of American Portfolios Advisors's portfolio in Q3 2022, its #86 holding.
American Portfolios Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 5 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.