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Hilltop Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hilltop Wealth Advisors’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
2024
Q2 		– Sell
-188,125
Closed -$10.9M – 53
2024
Q1 		$10.9M Sell
188,125
-184,024
-49% -$10.4M 5.56% 7
2023
Q4 		$20.5M Buy
372,149
+11,721
+3% +$632K 11.67% 2
2023
Q3 		$19.3M Buy
360,428
+4,840
+1% +$267K 14.94% 3
2023
Q2 		$19.7M Buy
+355,588
New +$19.4M 14.51% 3

Other funds holding JEPI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hilltop Wealth Advisors's JEPI Position: Q2 2024 in Review

Hilltop Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2024, closing a stake of 188,125 shares — an estimated $10.9M sold.

Hilltop Wealth Advisors first reported a position in JEPI in Q2 2023 and held it in 4 quarters. The position peaked at $20.5M in Q4 2023. 1,080 funds tracked by Wall St. Rank hold JEPI as of Q2 2024.

  • Hilltop Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2024 after selling out during the quarter.
  • Hilltop Wealth Advisors sold 188,125 JPMorgan Equity Premium Income ETF shares in Q2 2024, an estimated $10.9M.
  • Hilltop Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 4 quarters.
  • Hilltop Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $20.5M in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2024.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2024, filed 3 Jul 2024.