LifePro Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

LifePro Asset 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
2024 Q3	–	Sell	-5,487	Closed	-$311K	–	167
2024 Q2	$311K	Sell	5,487 -298	-5%	-$16.9K	0.22%	95
2024 Q1	$335K	Buy	5,785 +219	+4%	+$12.3K	0.22%	93
2023 Q4	$306K	Sell	5,566 -2,454	-31%	-$132K	0.24%	84
2023 Q3	$430K	Sell	8,020 -306	-4%	-$16.9K	0.35%	58
2023 Q2	$461K	Sell	8,326 -3,800	-31%	-$208K	0.36%	59
2023 Q1	$661K	Hold	12,126	–	–	0.48%	47
2022 Q4	$661K	Buy	12,126 +3,531	+41%	+$192K	0.48%	46
2022 Q3	$440K	Buy	+8,595	New	+$478K	0.25%	48

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LifePro Asset Management's JEPI Position: Q3 2024 in Review

LifePro Asset Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2024, closing a stake of 5,487 shares — an estimated $311K sold.

LifePro Asset Management first reported a position in JEPI in Q3 2022 and held it in 8 quarters. The position peaked at $661K in Q1 2023. 1,105 funds tracked by Wall St. Rank hold JEPI as of Q3 2024.

LifePro Asset Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2024 after selling out during the quarter.
LifePro Asset Management sold 5,487 JPMorgan Equity Premium Income ETF shares in Q3 2024, an estimated $311K.
LifePro Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 8 quarters.
LifePro Asset Management's JPMorgan Equity Premium Income ETF position peaked at $661K in Q1 2023.
1,105 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.