Level Four Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Level Four Financial’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
2021 Q3	$598K	Buy	10,025 +2,575	+35%	+$158K	0.26%	100
2021 Q2	$451K	Buy	+7,450	New	+$443K	0.19%	146

Other funds holding JEPI

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Level Four Financial's JEPI Position: Q3 2021 in Review

Level Four Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 35% in Q3 2021, buying an estimated $158K and bringing the position to 10,025 shares worth $598K. The position accounts for 0.26% of the portfolio, ranked #100.

Level Four Financial first reported a position in JEPI in Q2 2021 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold JEPI as of Q3 2021.

Level Four Financial held 10,025 shares of JPMorgan Equity Premium Income ETF worth $598K as of Q3 2021.
Level Four Financial bought 2,575 JPMorgan Equity Premium Income ETF shares in Q3 2021, an estimated $158K.
JPMorgan Equity Premium Income ETF made up 0.26% of Level Four Financial's portfolio in Q3 2021, its #100 holding.
Level Four Financial first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 2 quarters since.
238 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.