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Graves Light Lenhart Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Graves Light Lenhart Wealth’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 		– Sell
-36
Closed -$2K – 375
2022
Q2 		$2K Hold
36
– – ﹤0.01% 572
2022
Q1 		$2K Buy
+36
New +$2.18K ﹤0.01% 625

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Graves Light Lenhart Wealth's JEPI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2022, closing a stake of 36 shares — an estimated $2K sold.

Graves Light Lenhart Wealth first reported a position in JEPI in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q2 2022. 526 funds tracked by Wall St. Rank hold JEPI as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 36 JPMorgan Equity Premium Income ETF shares in Q3 2022, an estimated $2K.
  • Graves Light Lenhart Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and held it in 2 quarters.
  • Graves Light Lenhart Wealth's JPMorgan Equity Premium Income ETF position peaked at $2K in Q2 2022.
  • 526 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.