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Cutler Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cutler Group’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
Q1 		$63K Buy
+1,100
New +$62K 0.02% 583

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Cutler Group's JEPI Position: Q1 2024 in Review

Cutler Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2024: 1,100 shares worth $63K. The stake represents 0.02% of the portfolio and ranks #583 among its holdings.

1,048 funds tracked by Wall St. Rank hold JEPI as of Q1 2024.

  • Cutler Group held 1,100 shares of JPMorgan Equity Premium Income ETF worth $63K as of Q1 2024.
  • JPMorgan Equity Premium Income ETF was a new Cutler Group position in Q1 2024.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Cutler Group's portfolio in Q1 2024, its #583 holding.
  • 1,048 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.