First Capital Advisors Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

First Capital Advisors 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	$327K	Buy	5,914 +4,634	+362%	+$253K	0.17%	98
2023 Q1	$69.9K	Buy	1,280 +201	+19%	+$10.9K	0.04%	163
2022 Q4	$58.8K	Buy	1,079 +746	+224%	+$40.5K	0.04%	176
2022 Q3	$17K	Buy	+333	New	+$18.5K	0.01%	177

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

First Capital Advisors Group's JEPI Position: Q2 2023 in Review

First Capital Advisors Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 362% in Q2 2023, buying an estimated $253K and bringing the position to 5,914 shares worth $327K. The position accounts for 0.17% of the portfolio, ranked #98.

First Capital Advisors Group first reported a position in JEPI in Q3 2022 and has held it in 4 quarters since. 857 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

First Capital Advisors Group held 5,914 shares of JPMorgan Equity Premium Income ETF worth $327K as of Q2 2023.
First Capital Advisors Group bought 4,634 JPMorgan Equity Premium Income ETF shares in Q2 2023, an estimated $253K.
JPMorgan Equity Premium Income ETF made up 0.17% of First Capital Advisors Group's portfolio in Q2 2023, its #98 holding.
First Capital Advisors Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 4 quarters since.
857 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.