Roof Eidam Maycock Peralta (REMP)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
2025 Q1	–	Sell	-5,500	Closed	-$316K	–	126
2024 Q4	$316K	Hold	5,500	–	–	0.08%	98
2024 Q3	$327K	Hold	5,500	–	–	0.08%	100
2024 Q2	$312K	Hold	5,500	–	–	0.08%	98
2024 Q1	$318K	Hold	5,500	–	–	0.09%	100
2023 Q4	$302K	Hold	5,500	–	–	0.09%	101
2023 Q3	$295K	Hold	5,500	–	–	0.1%	100
2023 Q2	$304K	Hold	5,500	–	–	0.1%	98
2023 Q1	$300K	Hold	5,500	–	–	0.11%	99
2022 Q4	$300K	Buy	5,500 +1,000	+22%	+$54.3K	0.11%	95
2022 Q3	$231K	Hold	4,500	–	–	0.09%	99
2022 Q2	$250K	Buy	+4,500	New	+$260K	0.09%	84

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Roof Eidam Maycock Peralta (REMP)'s JEPI Position: Q1 2025 in Review

Roof Eidam Maycock Peralta (REMP) sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 5,500 shares — an estimated $316K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in JEPI in Q2 2022 and held it in 11 quarters. The position peaked at $327K in Q3 2024. 1,264 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

Roof Eidam Maycock Peralta (REMP) reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
Roof Eidam Maycock Peralta (REMP) sold 5,500 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $316K.
Roof Eidam Maycock Peralta (REMP) first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and held it in 11 quarters.
Roof Eidam Maycock Peralta (REMP)'s JPMorgan Equity Premium Income ETF position peaked at $327K in Q3 2024.
1,264 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2025, filed 9 May 2025.