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Crescent Capital Consulting’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Crescent Capital Consulting’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
Q4 		$2.27M Hold
36,000
– – 0.37% 60
2021
Q3 		$2.15M Buy
+36,000
New +$2.21M 0.39% 60

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

Crescent Capital Consulting's JEPI Position: Q4 2021 in Review

Crescent Capital Consulting held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q4 2021 at 36,000 shares worth $2.27M. The position accounts for 0.37% of the portfolio, ranked #60.

Crescent Capital Consulting first reported a position in JEPI in Q3 2021 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold JEPI as of Q4 2021.

  • Crescent Capital Consulting held 36,000 shares of JPMorgan Equity Premium Income ETF worth $2.27M as of Q4 2021.
  • Crescent Capital Consulting left its JPMorgan Equity Premium Income ETF share count unchanged in Q4 2021.
  • JPMorgan Equity Premium Income ETF made up 0.37% of Crescent Capital Consulting's portfolio in Q4 2021, its #60 holding.
  • Crescent Capital Consulting first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.