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

Ameritas Investment 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
2021
Q3 		– Sell
-2,351
Closed -$247K – 740
2021
Q2 		$247K Sell
2,351
-911
-28% -$54.1K 0.01% 625
2021
Q1 		$190K Buy
+3,262
New +$183K 0.02% 597

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RIG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameritas Investment Company's JEPI Position: Q3 2021 in Review

Ameritas Investment Company sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2021, closing a stake of 2,351 shares — an estimated $247K sold.

Ameritas Investment Company first reported a position in JEPI in Q1 2021 and held it in 2 quarters. The position peaked at $247K in Q2 2021. 238 funds tracked by Wall St. Rank hold JEPI as of Q3 2021.

  • Ameritas Investment Company reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 2,351 JPMorgan Equity Premium Income ETF shares in Q3 2021, an estimated $247K.
  • Ameritas Investment Company first reported a position in JPMorgan Equity Premium Income ETF in Q1 2021 and held it in 2 quarters.
  • Ameritas Investment Company's JPMorgan Equity Premium Income ETF position peaked at $247K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.