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Heritage Wealth Management (Arizona)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Heritage Wealth Management (Arizona)’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 		$131K Buy
2,412
+1,206
+100% +$65.5K 0.02% 380
2022
Q3 		$62K Buy
+1,206
New +$67.1K 0.02% 377

Other funds holding JEPI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

Heritage Wealth Management (Arizona)'s JEPI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 100% in Q4 2022, buying an estimated $65.5K and bringing the position to 2,412 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #380.

Heritage Wealth Management (Arizona) first reported a position in JEPI in Q3 2022 and has held it in 2 quarters since. 646 funds tracked by Wall St. Rank hold JEPI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,412 shares of JPMorgan Equity Premium Income ETF worth $131K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,206 JPMorgan Equity Premium Income ETF shares in Q4 2022, an estimated $65.5K.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #380 holding.
  • Heritage Wealth Management (Arizona) first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 2 quarters since.
  • 646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.