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Financial Advocates Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Financial Advocates Investment Management’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
Q2 		– Sell
-12,522
Closed -$878K – 789
2024
Q1 		$878K Buy
+12,522
New +$705K 0.05% 331

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 $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Financial Advocates Investment Management's JEPI Position: Q2 2024 in Review

Financial Advocates Investment Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2024, closing a stake of 12,522 shares — an estimated $878K sold.

Financial Advocates Investment Management first reported a position in JEPI in Q1 2024 and held it in 1 quarter. The position peaked at $878K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold JEPI as of Q2 2024.

  • Financial Advocates Investment Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 12,522 JPMorgan Equity Premium Income ETF shares in Q2 2024, an estimated $878K.
  • Financial Advocates Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and held it in 1 quarter.
  • Financial Advocates Investment Management's JPMorgan Equity Premium Income ETF position peaked at $878K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2024.

Based on Financial Advocates Investment Management's 13F filing for Q2 2024, filed 29 Jul 2024.