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Capital Performance Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Capital Performance 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
-89
Closed -$5.31K – 1430
2024
Q3 		$5.31K Buy
+89
New +$5.12K ﹤0.01% 1092

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

Capital Performance Advisors's JEPI Position: Q4 2024 in Review

Capital Performance Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 89 shares — an estimated $5.31K sold.

Capital Performance Advisors first reported a position in JEPI in Q3 2024 and held it in 1 quarter. The position peaked at $5.31K in Q3 2024. 1,253 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • Capital Performance Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 89 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $5.31K.
  • Capital Performance Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.31K in Q3 2024.
  • 1,253 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.