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First National Bank of Mount Dora’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

First National Bank of Mount Dora’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
Q2 		– Sell
-5,253
Closed -$323K – 133
2022
Q1 		$323K Buy
+5,253
New +$318K 0.1% 105

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First National Bank of Mount Dora's JEPI Position: Q2 2022 in Review

First National Bank of Mount Dora sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2022, closing a stake of 5,253 shares — an estimated $323K sold.

First National Bank of Mount Dora first reported a position in JEPI in Q1 2022 and held it in 1 quarter. The position peaked at $323K in Q1 2022. 460 funds tracked by Wall St. Rank hold JEPI as of Q2 2022.

  • First National Bank of Mount Dora reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2022 after selling out during the quarter.
  • First National Bank of Mount Dora sold 5,253 JPMorgan Equity Premium Income ETF shares in Q2 2022, an estimated $323K.
  • First National Bank of Mount Dora first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and held it in 1 quarter.
  • First National Bank of Mount Dora's JPMorgan Equity Premium Income ETF position peaked at $323K in Q1 2022.
  • 460 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2022.

Based on First National Bank of Mount Dora's 13F filing for Q2 2022, filed 13 Jul 2022.