Sand Hill Global Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sand Hill Global 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
2024 Q4	–	Sell	-8,251	Closed	-$491K	–	196
2024 Q3	$491K	Buy	+8,251	New	+$475K	0.02%	140
2021 Q4	–	Sell	-5,194	Closed	-$310K	–	160
2021 Q3	$310K	Buy	+5,194	New	+$320K	0.02%	127

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Sand Hill Global Advisors's JEPI Position: Q4 2024 in Review

Sand Hill Global Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 8,251 shares — an estimated $491K sold.

Sand Hill Global Advisors first reported a position in JEPI in Q3 2021 and held it in 2 quarters. The position peaked at $491K in Q3 2024. 1,257 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

Sand Hill Global Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
Sand Hill Global Advisors sold 8,251 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $491K.
Sand Hill Global Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and held it in 2 quarters.
Sand Hill Global Advisors's JPMorgan Equity Premium Income ETF position peaked at $491K in Q3 2024.
1,257 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Sand Hill Global Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.