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

Everhart Financial 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
2023
Q2 		– Sell
-7,045
Closed -$385K – 222
2023
Q1 		$385K Buy
+7,045
New +$382K 0.17% 110

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Everhart Financial Group's JEPI Position: Q2 2023 in Review

Everhart Financial Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2023, closing a stake of 7,045 shares — an estimated $385K sold.

Everhart Financial Group first reported a position in JEPI in Q1 2023 and held it in 1 quarter. The position peaked at $385K in Q1 2023. 858 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

  • Everhart Financial Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2023 after selling out during the quarter.
  • Everhart Financial Group sold 7,045 JPMorgan Equity Premium Income ETF shares in Q2 2023, an estimated $385K.
  • Everhart Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 1 quarter.
  • Everhart Financial Group's JPMorgan Equity Premium Income ETF position peaked at $385K in Q1 2023.
  • 858 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on Everhart Financial Group's 13F filing for Q2 2023, filed 13 Jul 2023.