Gallagher Benefit Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Gallagher Benefit Services’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 Q4	$361K	Buy	+6,615	New	+$359K	0.08%	124

Other funds holding JEPI

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

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

Gallagher Benefit Services's JEPI Position: Q4 2022 in Review

Gallagher Benefit Services opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2022: 6,615 shares worth $361K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings.

647 funds tracked by Wall St. Rank hold JEPI as of Q4 2022.

Gallagher Benefit Services held 6,615 shares of JPMorgan Equity Premium Income ETF worth $361K as of Q4 2022.
JPMorgan Equity Premium Income ETF was a new Gallagher Benefit Services position in Q4 2022.
JPMorgan Equity Premium Income ETF made up 0.08% of Gallagher Benefit Services's portfolio in Q4 2022, its #124 holding.
647 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on Gallagher Benefit Services's 13F filing for Q4 2022, filed 27 Feb 2023.