Argent Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Argent Financial Group’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 Q3	$4.52M	Buy	+75,898	New	+$4.37M	0.54%	50

Other funds holding JEPI

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Argent Financial Group's JEPI Position: Q3 2024 in Review

Argent Financial Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2024: 75,898 shares worth $4.52M. The stake represents 0.54% of the portfolio and ranks #50 among its holdings.

1,105 funds tracked by Wall St. Rank hold JEPI as of Q3 2024.

Argent Financial Group held 75,898 shares of JPMorgan Equity Premium Income ETF worth $4.52M as of Q3 2024.
JPMorgan Equity Premium Income ETF was a new Argent Financial Group position in Q3 2024.
JPMorgan Equity Premium Income ETF made up 0.54% of Argent Financial Group's portfolio in Q3 2024, its #50 holding.
1,105 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2024.

Based on Argent Financial Group's 13F filing for Q3 2024, filed 13 Nov 2024.