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Founders Capital Management (Texas)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Founders Capital Management (Texas)’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
-208
Closed -$13K – 402
2022
Q1 		$13K Hold
208
– – 0.01% 249
2021
Q4 		$13K Sell
208
-194
-48% -$12K 0.01% 249
2021
Q3 		$24K Buy
+402
New +$24.7K 0.02% 192

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Founders Capital Management (Texas)'s JEPI Position: Q2 2022 in Review

Founders Capital Management (Texas) sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2022, closing a stake of 208 shares — an estimated $13K sold.

Founders Capital Management (Texas) first reported a position in JEPI in Q3 2021 and held it in 3 quarters. The position peaked at $24K in Q3 2021. 460 funds tracked by Wall St. Rank hold JEPI as of Q2 2022.

  • Founders Capital Management (Texas) reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2022 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 208 JPMorgan Equity Premium Income ETF shares in Q2 2022, an estimated $13K.
  • Founders Capital Management (Texas) first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and held it in 3 quarters.
  • Founders Capital Management (Texas)'s JPMorgan Equity Premium Income ETF position peaked at $24K in Q3 2021.
  • 460 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2022.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2022, filed 20 Jul 2022.