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Bruderman Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bruderman Asset 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
2021
Q4 		– Sell
-12,453
Closed -$742K – 114
2021
Q3 		$742K Buy
+12,453
New +$766K 0.19% 75
2021
Q2 		– Sell
-9,565
Closed -$556K – 100
2021
Q1 		$556K Buy
+9,565
New +$537K 0.15% 79

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Bruderman Asset Management's JEPI Position: Q4 2021 in Review

Bruderman Asset Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2021, closing a stake of 12,453 shares — an estimated $742K sold.

Bruderman Asset Management first reported a position in JEPI in Q1 2021 and held it in 2 quarters. The position peaked at $742K in Q3 2021. 336 funds tracked by Wall St. Rank hold JEPI as of Q4 2021.

  • Bruderman Asset Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2021 after selling out during the quarter.
  • Bruderman Asset Management sold 12,453 JPMorgan Equity Premium Income ETF shares in Q4 2021, an estimated $742K.
  • Bruderman Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2021 and held it in 2 quarters.
  • Bruderman Asset Management's JPMorgan Equity Premium Income ETF position peaked at $742K in Q3 2021.
  • 336 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2021.

Based on Bruderman Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.