Hamilton Capital Partners (Canada)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hamilton Capital Partners (Canada)’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 Q1	–	Sell	-1,072,254	Closed	-$59M	–	160
2023 Q4	$59M	Sell	1,072,254 -142,464	-12%	-$7.68M	11.8%	1
2023 Q3	$65.1M	Sell	1,214,718 -21,249	-2%	-$1.17M	23.66%	1
2023 Q2	$68.4M	Buy	1,235,967 +143,797	+13%	+$7.85M	24.85%	2
2023 Q1	$59.6M	Buy	1,092,170 +315,540	+41%	+$17.1M	21.55%	3
2022 Q4	$42.3M	Buy	+776,630	New	+$42.2M	17.94%	4

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s JEPI Position: Q1 2024 in Review

Hamilton Capital Partners (Canada) sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2024, closing a stake of 1,072,254 shares — an estimated $59M sold.

Hamilton Capital Partners (Canada) first reported a position in JEPI in Q4 2022 and held it in 5 quarters. The position peaked at $68.4M in Q2 2023. 1,049 funds tracked by Wall St. Rank hold JEPI as of Q1 2024.

Hamilton Capital Partners (Canada) reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2024 after selling out during the quarter.
Hamilton Capital Partners (Canada) sold 1,072,254 JPMorgan Equity Premium Income ETF shares in Q1 2024, an estimated $59M.
Hamilton Capital Partners (Canada) first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and held it in 5 quarters.
Hamilton Capital Partners (Canada)'s JPMorgan Equity Premium Income ETF position peaked at $68.4M in Q2 2023.
1,049 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2024.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q1 2024, filed 14 Aug 2026.