Gofen & Glossberg’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Gofen & Glossberg’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	$2.56M	Buy	+47,029	New	+$2.55M	0.07%	175

Other funds holding JEPI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

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

Gofen & Glossberg's JEPI Position: Q4 2022 in Review

Gofen & Glossberg opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2022: 47,029 shares worth $2.56M. The stake represents 0.07% of the portfolio and ranks #175 among its holdings.

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

Gofen & Glossberg held 47,029 shares of JPMorgan Equity Premium Income ETF worth $2.56M as of Q4 2022.
JPMorgan Equity Premium Income ETF was a new Gofen & Glossberg position in Q4 2022.
JPMorgan Equity Premium Income ETF made up 0.07% of Gofen & Glossberg's portfolio in Q4 2022, its #175 holding.
646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.