B. Riley Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

B. Riley 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
2022 Q2	$5.61K	Buy	101,237 +34,903	+53%	+$2.02M	0.01%	139
2022 Q1	$4.07M	Sell	66,334 -2,587	-4%	-$157K	0.31%	80
2021 Q4	$4.36M	Buy	+68,921	New	+$4.25M	0.3%	79

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $537M AUM 12.29% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

B. Riley Wealth Management's JEPI Position: Q2 2022 in Review

B. Riley Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 53% in Q2 2022, buying an estimated $2.02M and bringing the position to 101,237 shares worth $5.61K. The position accounts for 0.01% of the portfolio, ranked #139.

B. Riley Wealth Management first reported a position in JEPI in Q4 2021 and has held it in 3 quarters since. The position peaked at $4.36M in Q4 2021. 460 funds tracked by Wall St. Rank hold JEPI as of Q2 2022.

B. Riley Wealth Management held 101,237 shares of JPMorgan Equity Premium Income ETF worth $5.61K as of Q2 2022.
B. Riley Wealth Management bought 34,903 JPMorgan Equity Premium Income ETF shares in Q2 2022, an estimated $2.02M.
JPMorgan Equity Premium Income ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #139 holding.
B. Riley Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 3 quarters since.
B. Riley Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $4.36M in Q4 2021.
460 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.