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Dixon Hughes Goodman Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$3K Hold
50
– – ﹤0.01% 678
2021
Q4 		$3K Buy
+50
New +$3.08K ﹤0.01% 637

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's JEPI Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2022 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Dixon Hughes Goodman Wealth Advisors first reported a position in JEPI in Q4 2021 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold JEPI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 50 shares of JPMorgan Equity Premium Income ETF worth $3K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2022.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #678 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.