Hellman Jordan Management Company’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hellman Jordan Management Company’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	$5.39M	Buy	+98,945	New	+$5.37M	9.16%	1

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

Hellman Jordan Management Company's JEPI Position: Q4 2022 in Review

Hellman Jordan Management Company opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2022: 98,945 shares worth $5.39M. The stake represents 9.16% of the portfolio and ranks #1 among its holdings.

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

Hellman Jordan Management Company held 98,945 shares of JPMorgan Equity Premium Income ETF worth $5.39M as of Q4 2022.
JPMorgan Equity Premium Income ETF was a new Hellman Jordan Management Company position in Q4 2022.
JPMorgan Equity Premium Income ETF made up 9.16% of Hellman Jordan Management Company's portfolio in Q4 2022, its #1 holding.
646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on Hellman Jordan Management Company's 13F filing for Q4 2022, filed 20 Jan 2023.