Hudson Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hudson Capital Management’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 Q1	–	Sell	-214,012	Closed	-$11.8M	–	67
2023 Q4	$11.8M	Sell	214,012 -246	-0.1%	-$13.3K	4.27%	5
2023 Q3	$11.5M	Buy	214,258 +6,067	+3%	+$334K	4.57%	5
2023 Q2	$11.5M	Buy	208,191 +6,177	+3%	+$337K	4.43%	5
2023 Q1	$11M	Buy	202,014 +7,987	+4%	+$433K	4.38%	7
2022 Q4	$10.6M	Buy	194,027 +10,748	+6%	+$584K	4.18%	6
2022 Q3	$9.39M	Buy	183,279 +6,026	+3%	+$335K	4.68%	6
2022 Q2	$9.83M	Buy	177,253 +15,349	+9%	+$888K	4.67%	5
2022 Q1	$9.94M	Buy	161,904 +22,199	+16%	+$1.34M	3.94%	7
2021 Q4	$8.83M	Buy	139,705 +111,925	+403%	+$6.89M	3.2%	8
2021 Q3	$1.66M	Buy	+27,780	New	+$1.71M	0.66%	43

Other funds holding JEPI

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Hudson Capital Management's JEPI Position: Q1 2024 in Review

Hudson Capital Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2024, closing a stake of 214,012 shares — an estimated $11.8M sold.

Hudson Capital Management first reported a position in JEPI in Q3 2021 and held it in 10 quarters. The position peaked at $11.8M in Q4 2023. 1,049 funds tracked by Wall St. Rank hold JEPI as of Q1 2024.

Hudson Capital Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2024 after selling out during the quarter.
Hudson Capital Management sold 214,012 JPMorgan Equity Premium Income ETF shares in Q1 2024, an estimated $11.8M.
Hudson Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and held it in 10 quarters.
Hudson Capital Management's JPMorgan Equity Premium Income ETF position peaked at $11.8M in Q4 2023.
1,049 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2024.

Based on Hudson Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.