KPCM
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Kings Point Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kings Point 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
2022
Q1 		$25K Hold
400
– – ﹤0.01% 444
2021
Q4 		$25K Buy
+400
New +$24.6K ﹤0.01% 493

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kings Point Capital Management's JEPI Position: Q1 2022 in Review

Kings Point Capital Management held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2022 at 400 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Kings Point Capital Management first reported a position in JEPI in Q4 2021 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold JEPI as of Q1 2022.

  • Kings Point Capital Management held 400 shares of JPMorgan Equity Premium Income ETF worth $25K as of Q1 2022.
  • Kings Point Capital Management left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2022.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #444 holding.
  • Kings Point Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.