CFFP
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Center for Financial Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-140
Closed -$7.75K – 552
2023
Q2 		$7.75K Buy
+140
New +$7.64K ﹤0.01% 410

Other funds holding JEPI

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Center for Financial Planning's JEPI Position: Q3 2023 in Review

Center for Financial Planning sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2023, closing a stake of 140 shares — an estimated $7.75K sold.

Center for Financial Planning first reported a position in JEPI in Q2 2023 and held it in 1 quarter. The position peaked at $7.75K in Q2 2023. 894 funds tracked by Wall St. Rank hold JEPI as of Q3 2023.

  • Center for Financial Planning reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2023 after selling out during the quarter.
  • Center for Financial Planning sold 140 JPMorgan Equity Premium Income ETF shares in Q3 2023, an estimated $7.75K.
  • Center for Financial Planning first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 1 quarter.
  • Center for Financial Planning's JPMorgan Equity Premium Income ETF position peaked at $7.75K in Q2 2023.
  • 894 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2023.

Based on Center for Financial Planning's 13F filing for Q3 2023, filed 24 Oct 2023.