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Mid Atlantic Financial Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$336K Buy
+5,632
New +$347K 0.02% 616

Other funds holding JEPI

JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Janney Montgomery Scott
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mid Atlantic Financial Management's JEPI Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2021: 5,632 shares worth $336K. The stake represents 0.02% of the portfolio and ranks #616 among its holdings.

238 funds tracked by Wall St. Rank hold JEPI as of Q3 2021.

  • Mid Atlantic Financial Management held 5,632 shares of JPMorgan Equity Premium Income ETF worth $336K as of Q3 2021.
  • JPMorgan Equity Premium Income ETF was a new Mid Atlantic Financial Management position in Q3 2021.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #616 holding.
  • 238 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.