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

Anchor Pointe 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
2024 Q4	$283K	Buy	+4,880	New	+$290K	0.37%	54

Other funds holding JEPI

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Anchor Pointe Wealth Management's JEPI Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024: 4,880 shares worth $283K. The stake represents 0.37% of the portfolio and ranks #54 among its holdings.

1,257 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

Anchor Pointe Wealth Management held 4,880 shares of JPMorgan Equity Premium Income ETF worth $283K as of Q4 2024.
JPMorgan Equity Premium Income ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
JPMorgan Equity Premium Income ETF made up 0.37% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #54 holding.
1,257 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.