Institutional & Family Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Institutional & Family Asset 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 Q2	$3.01M	Buy	53,137 +1,934	+4%	+$109K	0.46%	72
2024 Q1	$2.96M	Sell	51,203 -3,730	-7%	-$210K	0.47%	68
2023 Q4	$3.02M	Buy	+54,933	New	+$2.96M	0.5%	64
2023 Q2	–	Sell	-1,064	Closed	-$58.1K	–	774
2023 Q1	$58.1K	Buy	+1,064	New	+$57.7K	0.01%	211

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Institutional & Family Asset Management's JEPI Position: Q2 2024 in Review

Institutional & Family Asset Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.8% in Q2 2024, buying an estimated $109K and bringing the position to 53,137 shares worth $3.01M. The position accounts for 0.46% of the portfolio, ranked #72.

Institutional & Family Asset Management first reported a position in JEPI in Q1 2023 and has held it in 4 quarters since. The position peaked at $3.02M in Q4 2023. 1,080 funds tracked by Wall St. Rank hold JEPI as of Q2 2024.

Institutional & Family Asset Management held 53,137 shares of JPMorgan Equity Premium Income ETF worth $3.01M as of Q2 2024.
Institutional & Family Asset Management bought 1,934 JPMorgan Equity Premium Income ETF shares in Q2 2024, an estimated $109K.
JPMorgan Equity Premium Income ETF made up 0.46% of Institutional & Family Asset Management's portfolio in Q2 2024, its #72 holding.
Institutional & Family Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 4 quarters since.
Institutional & Family Asset Management's JPMorgan Equity Premium Income ETF position peaked at $3.02M in Q4 2023.
1,080 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.