Frontier Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Frontier Wealth 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
2022 Q2	$5.68M	Buy	102,525 +19,066	+23%	+$1.1M	0.41%	55
2022 Q1	$5.1M	Buy	83,459 +48,112	+136%	+$2.91M	0.06%	57
2021 Q4	$2.23M	Buy	35,347 +17,089	+94%	+$1.05M	0.15%	115
2021 Q3	$1.09M	Buy	18,258 +14,058	+335%	+$865K	0.08%	168
2021 Q2	$254K	Buy	+4,200	New	+$250K	0.02%	367

Other funds holding JEPI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Frontier Wealth Management's JEPI Position: Q2 2022 in Review

Frontier Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 23% in Q2 2022, buying an estimated $1.1M and bringing the position to 102,525 shares worth $5.68M. The position accounts for 0.41% of the portfolio, ranked #55.

Frontier Wealth Management first reported a position in JEPI in Q2 2021 and has held it in 5 quarters since. 460 funds tracked by Wall St. Rank hold JEPI as of Q2 2022.

Frontier Wealth Management held 102,525 shares of JPMorgan Equity Premium Income ETF worth $5.68M as of Q2 2022.
Frontier Wealth Management bought 19,066 JPMorgan Equity Premium Income ETF shares in Q2 2022, an estimated $1.1M.
JPMorgan Equity Premium Income ETF made up 0.41% of Frontier Wealth Management's portfolio in Q2 2022, its #55 holding.
Frontier Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 5 quarters since.
460 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.