CAC
JEPI icon

Certified Advisory Corp’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Certified Advisory Corp’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
Q2 		– Sell
-604
Closed -$35K – 483
2021
Q1 		$35K Buy
+604
New +$33.9K 0.01% 401

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Certified Advisory Corp's JEPI Position: Q2 2021 in Review

Certified Advisory Corp sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2021, closing a stake of 604 shares — an estimated $35K sold.

Certified Advisory Corp first reported a position in JEPI in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 159 funds tracked by Wall St. Rank hold JEPI as of Q2 2021.

  • Certified Advisory Corp reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2021 after selling out during the quarter.
  • Certified Advisory Corp sold 604 JPMorgan Equity Premium Income ETF shares in Q2 2021, an estimated $35K.
  • Certified Advisory Corp first reported a position in JPMorgan Equity Premium Income ETF in Q1 2021 and held it in 1 quarter.
  • Certified Advisory Corp's JPMorgan Equity Premium Income ETF position peaked at $35K in Q1 2021.
  • 159 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.