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Brown Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Brown Financial 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
2024
Q4 		– Sell
-61,007
Closed -$3.63M – 132
2024
Q3 		$3.63M Buy
61,007
+3,435
+6% +$198K 1.49% 17
2024
Q2 		$3.26M Buy
+57,572
New +$3.26M 1.46% 17

Other funds holding JEPI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Brown Financial Advisors's JEPI Position: Q4 2024 in Review

Brown Financial Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 61,007 shares — an estimated $3.63M sold.

Brown Financial Advisors first reported a position in JEPI in Q2 2024 and held it in 2 quarters. The position peaked at $3.63M in Q3 2024. 1,253 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • Brown Financial Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 61,007 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $3.63M.
  • Brown Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and held it in 2 quarters.
  • Brown Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.63M in Q3 2024.
  • 1,253 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Brown Financial Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.