Householder Group Estate & Retirement Specialist’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Householder Group Estate & Retirement Specialist’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	$0	Sell	15 -100	-87%	-$5.94K	﹤0.01%	888
2024 Q3	$6K	Buy	115 +15	+15%	+$863	﹤0.01%	901
2024 Q2	$5K	Buy	+100	New	+$5.66K	﹤0.01%	933
2023 Q1	$7K	Buy	+130	New	+$7.05K	﹤0.01%	888
2022 Q4	–	Sell	-130	Closed	-$6K	–	740
2022 Q3	$6K	Buy	+130	New	+$7.24K	﹤0.01%	841

Other funds holding JEPI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's JEPI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 87% in Q4 2024, selling an estimated $5.94K and leaving 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Householder Group Estate & Retirement Specialist first reported a position in JEPI in Q3 2022 and has held it in 5 quarters since. The position peaked at $7K in Q1 2023. 1,254 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 15 shares of JPMorgan Equity Premium Income ETF worth $0 as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 100 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $5.94K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #888 holding.
Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 5 quarters since.
Householder Group Estate & Retirement Specialist's JPMorgan Equity Premium Income ETF position peaked at $7K in Q1 2023.
1,254 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.