BDO Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

BDO Wealth Advisors’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 Q2	$55.3K	Hold	1,000	–	–	0.01%	415
2023 Q1	$54.6K	Buy	+1,000	New	+$54.3K	0.01%	410

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

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

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

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

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

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

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

BDO Wealth Advisors's JEPI Position: Q2 2023 in Review

BDO Wealth Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2023 at 1,000 shares worth $55.3K. The position accounts for 0.01% of the portfolio, ranked #415.

BDO Wealth Advisors first reported a position in JEPI in Q1 2023 and has held it in 2 quarters since. 857 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

BDO Wealth Advisors held 1,000 shares of JPMorgan Equity Premium Income ETF worth $55.3K as of Q2 2023.
BDO Wealth Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2023.
JPMorgan Equity Premium Income ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #415 holding.
BDO Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 2 quarters since.
857 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.