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Parkside Financial Bank & Trust’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		– Sell
-173
Closed -$9.51K – 2067
2023
Q4 		$9.51K Hold
173
– – ﹤0.01% 1152
2023
Q3 		$9.27K Hold
173
– – ﹤0.01% 1146
2023
Q2 		$9.57K Hold
173
– – ﹤0.01% 1135
2023
Q1 		$9.45K Hold
173
– – ﹤0.01% 1127
2022
Q4 		$9.43K Buy
+173
New +$9.4K ﹤0.01% 1089

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Parkside Financial Bank & Trust's JEPI Position: Q1 2024 in Review

Parkside Financial Bank & Trust sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2024, closing a stake of 173 shares — an estimated $9.51K sold.

Parkside Financial Bank & Trust first reported a position in JEPI in Q4 2022 and held it in 5 quarters. The position peaked at $9.57K in Q2 2023. 1,048 funds tracked by Wall St. Rank hold JEPI as of Q1 2024.

  • Parkside Financial Bank & Trust reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2024 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 173 JPMorgan Equity Premium Income ETF shares in Q1 2024, an estimated $9.51K.
  • Parkside Financial Bank & Trust first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and held it in 5 quarters.
  • Parkside Financial Bank & Trust's JPMorgan Equity Premium Income ETF position peaked at $9.57K in Q2 2023.
  • 1,048 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2024.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2024, filed 1 May 2024.