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

Piershale 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
Q2 		$4.44K Buy
80
+2
+3% +$109 ﹤0.01% 179
2023
Q1 		$4.28K Buy
78
+2
+3% +$109 ﹤0.01% 185
2022
Q4 		$4.16K Buy
+76
New +$4.13K ﹤0.01% 195

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $424B AUM 22.96% 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

Piershale Financial Group's JEPI Position: Q2 2023 in Review

Piershale Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.6% in Q2 2023, buying an estimated $109 and bringing the position to 80 shares worth $4.44K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Piershale Financial Group first reported a position in JEPI in Q4 2022 and has held it in 3 quarters since. 858 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

  • Piershale Financial Group held 80 shares of JPMorgan Equity Premium Income ETF worth $4.44K as of Q2 2023.
  • Piershale Financial Group bought 2 JPMorgan Equity Premium Income ETF shares in Q2 2023, an estimated $109.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #179 holding.
  • Piershale Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 3 quarters since.
  • 858 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.