Peak Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Peak Financial Advisors’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 Q3	–	Sell	-21,843	Closed	-$1.21M	–	64
2023 Q2	$1.21M	Sell	21,843 -66,877	-75%	-$3.65M	0.95%	36
2023 Q1	$4.84M	Sell	88,720 -24,477	-22%	-$1.33M	4.09%	7
2022 Q4	$6.17M	Buy	113,197 +56,194	+99%	+$3.05M	5.62%	5
2022 Q3	$2.92M	Buy	57,003 +41,949	+279%	+$2.33M	3.59%	7
2022 Q2	$835K	Buy	15,054 +5,746	+62%	+$333K	0.83%	35
2022 Q1	$572K	Buy	+9,308	New	+$564K	0.49%	45

Other funds holding JEPI

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Peak Financial Advisors's JEPI Position: Q3 2023 in Review

Peak Financial Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2023, closing a stake of 21,843 shares — an estimated $1.21M sold.

Peak Financial Advisors first reported a position in JEPI in Q1 2022 and held it in 6 quarters. The position peaked at $6.17M in Q4 2022. 893 funds tracked by Wall St. Rank hold JEPI as of Q3 2023.

Peak Financial Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2023 after selling out during the quarter.
Peak Financial Advisors sold 21,843 JPMorgan Equity Premium Income ETF shares in Q3 2023, an estimated $1.21M.
Peak Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and held it in 6 quarters.
Peak Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $6.17M in Q4 2022.
893 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.