SpiderRock Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SpiderRock 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 Q3	$1.94M	Buy	+32,522	New	+$1.87M	0.03%	331

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 22.96% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SpiderRock Advisors's JEPI Position: Q3 2024 in Review

SpiderRock Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2024: 32,522 shares worth $1.94M. The stake represents 0.03% of the portfolio and ranks #331 among its holdings.

1,107 funds tracked by Wall St. Rank hold JEPI as of Q3 2024.

SpiderRock Advisors held 32,522 shares of JPMorgan Equity Premium Income ETF worth $1.94M as of Q3 2024.
JPMorgan Equity Premium Income ETF was a new SpiderRock Advisors position in Q3 2024.
JPMorgan Equity Premium Income ETF made up 0.03% of SpiderRock Advisors's portfolio in Q3 2024, its #331 holding.
1,107 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.