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Clarus Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Clarus Wealth 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
-4,537
Closed -$267K – 130
2024
Q3 		$267K Sell
4,537
-71
-2% -$4.08K 0.14% 105
2024
Q2 		$259K Buy
4,608
+78
+2% +$4.41K 0.14% 105
2024
Q1 		$257K Sell
4,530
-39
-0.9% -$2.2K 0.15% 105
2023
Q4 		$252K Buy
+4,569
New +$246K 0.15% 99

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Clarus Wealth Advisors's JEPI Position: Q4 2024 in Review

Clarus Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 4,537 shares — an estimated $267K sold.

Clarus Wealth Advisors first reported a position in JEPI in Q4 2023 and held it in 4 quarters. The position peaked at $267K in Q3 2024. 1,256 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • Clarus Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 4,537 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $267K.
  • Clarus Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 4 quarters.
  • Clarus Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $267K in Q3 2024.
  • 1,256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Clarus Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.