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OmniStar Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

OmniStar Financial Group’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
Q4 		– Sell
-9,687
Closed -$519K – 90
2023
Q3 		$519K Buy
+9,687
New +$534K 0.62% 60

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Wells Fargo
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Royal Bank of Canada
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OmniStar Financial Group's JEPI Position: Q4 2023 in Review

OmniStar Financial Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2023, closing a stake of 9,687 shares — an estimated $519K sold.

OmniStar Financial Group first reported a position in JEPI in Q3 2023 and held it in 1 quarter. The position peaked at $519K in Q3 2023. 999 funds tracked by Wall St. Rank hold JEPI as of Q4 2023.

  • OmniStar Financial Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2023 after selling out during the quarter.
  • OmniStar Financial Group sold 9,687 JPMorgan Equity Premium Income ETF shares in Q4 2023, an estimated $519K.
  • OmniStar Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and held it in 1 quarter.
  • OmniStar Financial Group's JPMorgan Equity Premium Income ETF position peaked at $519K in Q3 2023.
  • 999 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2023.

Based on OmniStar Financial Group's 13F filing for Q4 2023, filed 17 Jan 2024.