State Farm Mutual Automobile Insurance’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

State Farm Mutual Automobile Insurance’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
2023 Q3	–	Sell	-10,000	Closed	-$553K	–	125
2023 Q2	$553K	Hold	10,000	–	–	﹤0.01%	119
2023 Q1	$546K	Hold	10,000	–	–	﹤0.01%	122
2022 Q4	$545K	Hold	10,000	–	–	﹤0.01%	121
2022 Q3	$512K	Hold	10,000	–	–	﹤0.01%	118
2022 Q2	$555K	Hold	10,000	–	–	﹤0.01%	119
2022 Q1	$632K	Hold	10,000	–	–	﹤0.01%	119
2021 Q4	$632K	Hold	10,000	–	–	﹤0.01%	119
2021 Q3	$599K	Hold	10,000	–	–	﹤0.01%	118
2021 Q2	$599K	Buy	+10,000	New	+$594K	﹤0.01%	118

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

State Farm Mutual Automobile Insurance's JEPI Position: Q3 2023 in Review

State Farm Mutual Automobile Insurance sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2023, closing a stake of 10,000 shares — an estimated $553K sold.

State Farm Mutual Automobile Insurance first reported a position in JEPI in Q2 2021 and held it in 9 quarters. The position peaked at $632K in Q1 2022. 892 funds tracked by Wall St. Rank hold JEPI as of Q3 2023.

State Farm Mutual Automobile Insurance reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2023 after selling out during the quarter.
State Farm Mutual Automobile Insurance sold 10,000 JPMorgan Equity Premium Income ETF shares in Q3 2023, an estimated $553K.
State Farm Mutual Automobile Insurance first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and held it in 9 quarters.
State Farm Mutual Automobile Insurance's JPMorgan Equity Premium Income ETF position peaked at $632K in Q1 2022.
892 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2023.

Based on State Farm Mutual Automobile Insurance's 13F filing for Q3 2023, filed 9 Nov 2023.