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Laidlaw Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Laidlaw Wealth 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
2023
Q3 		– Sell
-7,114
Closed -$394K – 325
2023
Q2 		$394K Sell
7,114
-3,247
-31% -$177K 0.08% 222
2023
Q1 		$566K Buy
+10,361
New +$562K 0.12% 191

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $79.5B AUM 27.1% 1-Year Est. Return

Laidlaw Wealth Management's JEPI Position: Q3 2023 in Review

Laidlaw Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2023, closing a stake of 7,114 shares — an estimated $394K sold.

Laidlaw Wealth Management first reported a position in JEPI in Q1 2023 and held it in 2 quarters. The position peaked at $566K in Q1 2023. 894 funds tracked by Wall St. Rank hold JEPI as of Q3 2023.

  • Laidlaw Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 7,114 JPMorgan Equity Premium Income ETF shares in Q3 2023, an estimated $394K.
  • Laidlaw Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 2 quarters.
  • Laidlaw Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $566K in Q1 2023.
  • 894 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2023.

Based on Laidlaw Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.