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Minot Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Minot Wealth 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
2022
Q2 		– Sell
-3,310
Closed -$203K – 202
2022
Q1 		$203K Buy
+3,310
New +$200K 0.04% 189

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Minot Wealth Management's JEPI Position: Q2 2022 in Review

Minot Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2022, closing a stake of 3,310 shares — an estimated $203K sold.

Minot Wealth Management first reported a position in JEPI in Q1 2022 and held it in 1 quarter. The position peaked at $203K in Q1 2022. 460 funds tracked by Wall St. Rank hold JEPI as of Q2 2022.

  • Minot Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 3,310 JPMorgan Equity Premium Income ETF shares in Q2 2022, an estimated $203K.
  • Minot Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and held it in 1 quarter.
  • Minot Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $203K in Q1 2022.
  • 460 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.