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Sargent Bickham Lagudis’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sargent Bickham Lagudis’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 		$47.1K Buy
864
+322
+59% +$17.5K ﹤0.01% 450
2022
Q3 		$28K Sell
542
-742
-58% -$41.3K ﹤0.01% 517
2022
Q2 		$71K Buy
1,284
+980
+322% +$56.7K 0.01% 365
2022
Q1 		$18K Buy
304
+150
+97% +$9.08K ﹤0.01% 624
2021
Q4 		$10K Buy
+154
New +$9.49K ﹤0.01% 712

Other funds holding JEPI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
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

Sargent Bickham Lagudis's JEPI Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 59% in Q4 2022, buying an estimated $17.5K and bringing the position to 864 shares worth $47.1K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Sargent Bickham Lagudis first reported a position in JEPI in Q4 2021 and has held it in 5 quarters since. The position peaked at $71K in Q2 2022. 646 funds tracked by Wall St. Rank hold JEPI as of Q4 2022.

  • Sargent Bickham Lagudis held 864 shares of JPMorgan Equity Premium Income ETF worth $47.1K as of Q4 2022.
  • Sargent Bickham Lagudis bought 322 JPMorgan Equity Premium Income ETF shares in Q4 2022, an estimated $17.5K.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #450 holding.
  • Sargent Bickham Lagudis first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 5 quarters since.
  • Sargent Bickham Lagudis's JPMorgan Equity Premium Income ETF position peaked at $71K in Q2 2022.
  • 646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.