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Evernest Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Evernest Financial 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
2024
Q1 		– Sell
-4,080
Closed -$224K – 129
2023
Q4 		$224K Buy
+4,080
New +$220K 0.11% 120
2021
Q4 		$233K Buy
+4,156
New +$256K 0.12% 113

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Evernest Financial Advisors's JEPI Position: Q1 2024 in Review

Evernest Financial Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2024, closing a stake of 4,080 shares — an estimated $224K sold.

Evernest Financial Advisors first reported a position in JEPI in Q4 2021 and held it in 2 quarters. The position peaked at $233K in Q4 2021. 1,050 funds tracked by Wall St. Rank hold JEPI as of Q1 2024.

  • Evernest Financial Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2024 after selling out during the quarter.
  • Evernest Financial Advisors sold 4,080 JPMorgan Equity Premium Income ETF shares in Q1 2024, an estimated $224K.
  • Evernest Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and held it in 2 quarters.
  • Evernest Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $233K in Q4 2021.
  • 1,050 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2024.

Based on Evernest Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.