Quest Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Quest Capital Management’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
2021 Q4	$253K	Buy	+3,996	New	+$246K	0.04%	273

Other funds holding JEPI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

Quest Capital Management's JEPI Position: Q4 2021 in Review

Quest Capital Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2021: 3,996 shares worth $253K. The stake represents 0.04% of the portfolio and ranks #273 among its holdings.

336 funds tracked by Wall St. Rank hold JEPI as of Q4 2021.

Quest Capital Management held 3,996 shares of JPMorgan Equity Premium Income ETF worth $253K as of Q4 2021.
JPMorgan Equity Premium Income ETF was a new Quest Capital Management position in Q4 2021.
JPMorgan Equity Premium Income ETF made up 0.04% of Quest Capital Management's portfolio in Q4 2021, its #273 holding.
336 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.