S.E.E.D. Planning Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

S.E.E.D. Planning 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
2024 Q1	–	Sell	-3,800	Closed	-$209K	–	85
2023 Q4	$209K	Hold	3,800	–	–	0.08%	79
2023 Q3	$204K	Hold	3,800	–	–	0.08%	79
2023 Q2	$210K	Hold	3,800	–	–	0.07%	84
2023 Q1	$207K	Buy	+3,800	New	+$206K	0.08%	82

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

S.E.E.D. Planning Group's JEPI Position: Q1 2024 in Review

S.E.E.D. Planning Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2024, closing a stake of 3,800 shares — an estimated $209K sold.

S.E.E.D. Planning Group first reported a position in JEPI in Q1 2023 and held it in 4 quarters. The position peaked at $210K in Q2 2023. 1,050 funds tracked by Wall St. Rank hold JEPI as of Q1 2024.

S.E.E.D. Planning Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2024 after selling out during the quarter.
S.E.E.D. Planning Group sold 3,800 JPMorgan Equity Premium Income ETF shares in Q1 2024, an estimated $209K.
S.E.E.D. Planning Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 4 quarters.
S.E.E.D. Planning Group's JPMorgan Equity Premium Income ETF position peaked at $210K in Q2 2023.
1,050 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2024.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2024, filed 16 Apr 2024.