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Laurel Wealth Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Laurel Wealth Planning’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
Q2 		– Sell
-275
Closed -$17K – 264
2022
Q1 		$17K Buy
+275
New +$16.7K 0.01% 165

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 $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Laurel Wealth Planning's JEPI Position: Q2 2022 in Review

Laurel Wealth Planning sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2022, closing a stake of 275 shares — an estimated $17K sold.

Laurel Wealth Planning first reported a position in JEPI in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 460 funds tracked by Wall St. Rank hold JEPI as of Q2 2022.

  • Laurel Wealth Planning reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 275 JPMorgan Equity Premium Income ETF shares in Q2 2022, an estimated $17K.
  • Laurel Wealth Planning first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Planning's JPMorgan Equity Premium Income ETF position peaked at $17K in Q1 2022.
  • 460 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2022.

Based on Laurel Wealth Planning's 13F filing for Q2 2022, filed 9 Aug 2022.