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RGT Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

RGT Wealth 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
2022
Q1 		– Sell
-70
Closed -$4K – 219
2021
Q4 		$4K Buy
+70
New +$4.31K ﹤0.01% 269

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RGT Wealth Advisors's JEPI Position: Q1 2022 in Review

RGT Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2022, closing a stake of 70 shares — an estimated $4K sold.

RGT Wealth Advisors first reported a position in JEPI in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 393 funds tracked by Wall St. Rank hold JEPI as of Q1 2022.

  • RGT Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 70 JPMorgan Equity Premium Income ETF shares in Q1 2022, an estimated $4K.
  • RGT Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and held it in 1 quarter.
  • RGT Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $4K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.