Bartlett & Co’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bartlett & Co’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
2023 Q4	$13K	Buy	+240	New	+$12.9K	﹤0.01%	962

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bartlett & Co's JEPI Position: Q4 2023 in Review

Bartlett & Co opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2023: 240 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

1,000 funds tracked by Wall St. Rank hold JEPI as of Q4 2023.

Bartlett & Co held 240 shares of JPMorgan Equity Premium Income ETF worth $13K as of Q4 2023.
JPMorgan Equity Premium Income ETF was a new Bartlett & Co position in Q4 2023.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #962 holding.
1,000 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.