My Personal CFO LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

My Personal CFO LLC’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
2023 Q1	–	Sell	-28	Closed	-$1.51K	–	456
2022 Q4	$1.51K	Buy	+28	New	+$1.52K	﹤0.01%	563

Other funds holding JEPI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

My Personal CFO LLC's JEPI Position: Q1 2023 in Review

My Personal CFO LLC sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2023, closing a stake of 28 shares — an estimated $1.51K sold.

My Personal CFO LLC first reported a position in JEPI in Q4 2022 and held it in 1 quarter. The position peaked at $1.51K in Q4 2022. 756 funds tracked by Wall St. Rank hold JEPI as of Q1 2023.

My Personal CFO LLC reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 28 JPMorgan Equity Premium Income ETF shares in Q1 2023, an estimated $1.51K.
My Personal CFO LLC first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's JPMorgan Equity Premium Income ETF position peaked at $1.51K in Q4 2022.
756 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.