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

Clearview 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
2023 Q3	–	Sell	-250	Closed	-$13.8K	–	380
2023 Q2	$13.8K	Hold	250	–	–	0.01%	323
2023 Q1	$13.7K	Hold	250	–	–	0.01%	322
2022 Q4	$13.6K	Hold	250	–	–	0.01%	296
2022 Q3	$13K	Hold	250	–	–	0.01%	306
2022 Q2	$14K	Hold	250	–	–	0.01%	317
2022 Q1	$15K	Sell	250 -1,544	-86%	-$93.5K	0.01%	331
2021 Q4	$113K	Sell	1,794 -150	-8%	-$9.24K	0.07%	142
2021 Q3	$116K	Sell	1,944 -2,392	-55%	-$147K	0.07%	145
2021 Q2	$263K	Buy	+4,336	New	+$258K	0.16%	102

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearview Wealth Advisors's JEPI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2023, closing a stake of 250 shares — an estimated $13.8K sold.

Clearview Wealth Advisors first reported a position in JEPI in Q2 2021 and held it in 9 quarters. The position peaked at $263K in Q2 2021. 894 funds tracked by Wall St. Rank hold JEPI as of Q3 2023.

Clearview Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 250 JPMorgan Equity Premium Income ETF shares in Q3 2023, an estimated $13.8K.
Clearview Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and held it in 9 quarters.
Clearview Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $263K in Q2 2021.
894 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.