Morris Financial Concepts’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Morris Financial Concepts’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 Q4	–	Sell	-607	Closed	-$36.1K	–	191
2024 Q3	$36.1K	Hold	607	–	–	0.02%	155
2024 Q2	$34.4K	Sell	607 -14	-2%	-$792	0.02%	128
2024 Q1	$35.9K	Buy	621 +331	+114%	+$18.6K	0.02%	123
2023 Q4	$15.9K	Hold	290	–	–	0.01%	129
2023 Q3	$15.5K	Hold	290	–	–	0.01%	120
2023 Q2	$16K	Buy	+290	New	+$15.8K	0.01%	121

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Morris Financial Concepts's JEPI Position: Q4 2024 in Review

Morris Financial Concepts sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 607 shares — an estimated $36.1K sold.

Morris Financial Concepts first reported a position in JEPI in Q2 2023 and held it in 6 quarters. The position peaked at $36.1K in Q3 2024. 1,257 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

Morris Financial Concepts reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
Morris Financial Concepts sold 607 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $36.1K.
Morris Financial Concepts first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 6 quarters.
Morris Financial Concepts's JPMorgan Equity Premium Income ETF position peaked at $36.1K in Q3 2024.
1,257 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Morris Financial Concepts's 13F filing for Q4 2024, filed 29 Jan 2025.