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JP Morgan Private Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

JP Morgan Private 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
2023
Q2 		– Sell
-3,321,921
Closed -$181M – 1698
2023
Q1 		$181M Buy
+3,321,921
New +$180M 0.38% 64

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JEPI Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2023, closing a stake of 3,321,921 shares — an estimated $181M sold.

JP Morgan Private Wealth Advisors first reported a position in JEPI in Q1 2023 and held it in 1 quarter. The position peaked at $181M in Q1 2023. 857 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,321,921 JPMorgan Equity Premium Income ETF shares in Q2 2023, an estimated $181M.
  • JP Morgan Private Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $181M in Q1 2023.
  • 857 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.