S.C. Financial Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

S.C. Financial Services’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 Q4	$267K	Hold	4,903	–	–	0.41%	83
2022 Q3	$251K	Sell	4,903 -338	-6%	-$18.8K	0.4%	90
2022 Q2	$291K	Buy	5,241 +300	+6%	+$17.4K	0.45%	78
2022 Q1	$303K	Buy	4,941 +873	+21%	+$52.9K	0.39%	86
2021 Q4	$254K	Buy	+4,068	New	+$251K	0.29%	101

Other funds holding JEPI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

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

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

RCM

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

S.C. Financial Services's JEPI Position: Q4 2022 in Review

S.C. Financial Services held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q4 2022 at 4,903 shares worth $267K. The position accounts for 0.41% of the portfolio, ranked #83.

S.C. Financial Services first reported a position in JEPI in Q4 2021 and has held it in 5 quarters since. The position peaked at $303K in Q1 2022. 646 funds tracked by Wall St. Rank hold JEPI as of Q4 2022.

S.C. Financial Services held 4,903 shares of JPMorgan Equity Premium Income ETF worth $267K as of Q4 2022.
S.C. Financial Services left its JPMorgan Equity Premium Income ETF share count unchanged in Q4 2022.
JPMorgan Equity Premium Income ETF made up 0.41% of S.C. Financial Services's portfolio in Q4 2022, its #83 holding.
S.C. Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's JPMorgan Equity Premium Income ETF position peaked at $303K in Q1 2022.
646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.