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

FourThought Financial’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 Q3	$1.18M	Buy	23,096 +3,103	+16%	+$173K	0.17%	100
2022 Q2	$1.11M	Buy	19,993 +8,712	+77%	+$504K	0.16%	111
2022 Q1	$694K	Buy	11,281 +11,181	+11,181%	+$677K	0.09%	154
2021 Q4	$6K	Buy	+100	New	+$6.16K	﹤0.01%	1182

Other funds holding JEPI

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

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

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

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

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

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FourThought Financial's JEPI Position: Q3 2022 in Review

FourThought Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 16% in Q3 2022, buying an estimated $173K and bringing the position to 23,096 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #100.

FourThought Financial first reported a position in JEPI in Q4 2021 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold JEPI as of Q3 2022.

FourThought Financial held 23,096 shares of JPMorgan Equity Premium Income ETF worth $1.18M as of Q3 2022.
FourThought Financial bought 3,103 JPMorgan Equity Premium Income ETF shares in Q3 2022, an estimated $173K.
JPMorgan Equity Premium Income ETF made up 0.17% of FourThought Financial's portfolio in Q3 2022, its #100 holding.
FourThought Financial first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 4 quarters since.
526 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.