Kistler-Tiffany Companies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kistler-Tiffany Companies’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	$101K	Buy	1,824 +5	+0.3%	+$273	0.02%	404
2023 Q1	$99.3K	Sell	1,819 -92	-5%	-$4.99K	0.02%	347
2022 Q4	$104K	Buy	1,911 +552	+41%	+$30K	0.02%	336
2022 Q3	$70K	Buy	1,359 +5	+0.4%	+$278	0.02%	330
2022 Q2	$75K	Buy	1,354 +5	+0.4%	+$289	0.02%	325
2022 Q1	$83K	Buy	1,349 +3	+0.2%	+$182	0.02%	325
2021 Q4	$85K	Buy	1,346 +566	+73%	+$34.9K	0.02%	314
2021 Q3	$46K	Buy	+780	New	+$48K	0.01%	377

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Kistler-Tiffany Companies's JEPI Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.27% in Q2 2023, buying an estimated $273 and bringing the position to 1,824 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #404.

Kistler-Tiffany Companies first reported a position in JEPI in Q3 2021 and has held it in 8 quarters since. The position peaked at $104K in Q4 2022. 858 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

Kistler-Tiffany Companies held 1,824 shares of JPMorgan Equity Premium Income ETF worth $101K as of Q2 2023.
Kistler-Tiffany Companies bought 5 JPMorgan Equity Premium Income ETF shares in Q2 2023, an estimated $273.
JPMorgan Equity Premium Income ETF made up 0.02% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #404 holding.
Kistler-Tiffany Companies first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 8 quarters since.
Kistler-Tiffany Companies's JPMorgan Equity Premium Income ETF position peaked at $104K in Q4 2022.
858 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.