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Brandywine Oak Private Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-152,286
Closed -$10M – 348
2021
Q4 		$10M Buy
152,286
+151,208
+14,027% +$9.31M 1.09% 21
2021
Q3 		$4.73M Buy
+1,078
New +$66.3K 0.55% 36

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Brandywine Oak Private Wealth's JEPI Position: Q1 2022 in Review

Brandywine Oak Private Wealth sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2022, closing a stake of 152,286 shares — an estimated $10M sold.

Brandywine Oak Private Wealth first reported a position in JEPI in Q3 2021 and held it in 2 quarters. The position peaked at $10M in Q4 2021. 393 funds tracked by Wall St. Rank hold JEPI as of Q1 2022.

  • Brandywine Oak Private Wealth reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 152,286 JPMorgan Equity Premium Income ETF shares in Q1 2022, an estimated $10M.
  • Brandywine Oak Private Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and held it in 2 quarters.
  • Brandywine Oak Private Wealth's JPMorgan Equity Premium Income ETF position peaked at $10M in Q4 2021.
  • 393 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2022, filed 2 May 2022.