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Hobbs Group Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hobbs Group 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
Q4 		– Sell
-80
Closed -$4.76K – 390
2024
Q3 		$4.76K Hold
80
– – ﹤0.01% 503
2024
Q2 		$4.53K Buy
+80
New +$4.53K ﹤0.01% 468
2023
Q4 		$4.4K Buy
+80
New +$4.31K ﹤0.01% 421

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Hobbs Group Advisors's JEPI Position: Q4 2024 in Review

Hobbs Group Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 80 shares — an estimated $4.76K sold.

Hobbs Group Advisors first reported a position in JEPI in Q4 2023 and held it in 3 quarters. The position peaked at $4.76K in Q3 2024. 1,256 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • Hobbs Group Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 80 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $4.76K.
  • Hobbs Group Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's JPMorgan Equity Premium Income ETF position peaked at $4.76K in Q3 2024.
  • 1,256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.