Lehman & Derafelo Financial Resources’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-1,747	Closed	-$90K	–	156
2022 Q3	$90K	Buy	1,747 +4	+0.2%	+$223	0.03%	107
2022 Q2	$97K	Buy	+1,743	New	+$101K	0.03%	110
2021 Q4	–	Sell	-1,734	Closed	-$103K	–	155
2021 Q3	$103K	Buy	1,734 +2	+0.1%	+$123	0.03%	115
2021 Q2	$105K	Buy	+1,732	New	+$103K	0.03%	132

Other funds holding JEPI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

Lehman & Derafelo Financial Resources's JEPI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2022, closing a stake of 1,747 shares — an estimated $90K sold.

Lehman & Derafelo Financial Resources first reported a position in JEPI in Q2 2021 and held it in 4 quarters. The position peaked at $105K in Q2 2021. 646 funds tracked by Wall St. Rank hold JEPI as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,747 JPMorgan Equity Premium Income ETF shares in Q4 2022, an estimated $90K.
Lehman & Derafelo Financial Resources first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and held it in 4 quarters.
Lehman & Derafelo Financial Resources's JPMorgan Equity Premium Income ETF position peaked at $105K in Q2 2021.
646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.