Sapient Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sapient Capital’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	-5,175	Closed	-$287K	–	381
2023 Q4	$287K	Buy	+5,175	New	+$279K	0.01%	301

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 22.9% 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

Sapient Capital's JEPI Position: Q1 2024 in Review

Sapient Capital sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2024, closing a stake of 5,175 shares — an estimated $287K sold.

Sapient Capital first reported a position in JEPI in Q4 2023 and held it in 1 quarter. The position peaked at $287K in Q4 2023. 1,050 funds tracked by Wall St. Rank hold JEPI as of Q1 2024.

Sapient Capital reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2024 after selling out during the quarter.
Sapient Capital sold 5,175 JPMorgan Equity Premium Income ETF shares in Q1 2024, an estimated $287K.
Sapient Capital first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 1 quarter.
Sapient Capital's JPMorgan Equity Premium Income ETF position peaked at $287K in Q4 2023.
1,050 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2024.

Based on Sapient Capital's 13F filing for Q1 2024, filed 22 Apr 2024.