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Steward Partners Investment Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Steward Partners Investment Solutions’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 		$681K Sell
11,762
-218
-2% -$12.3K 0.11% 125
2023
Q4 		$659K Buy
+11,980
New +$646K 0.27% 80

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Steward Partners Investment Solutions's JEPI Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q1 2024, selling an estimated $12.3K and leaving 11,762 shares worth $681K. The position accounts for 0.11% of the portfolio, ranked #125.

Steward Partners Investment Solutions first reported a position in JEPI in Q4 2023 and has held it in 2 quarters since. 1,048 funds tracked by Wall St. Rank hold JEPI as of Q1 2024.

  • Steward Partners Investment Solutions held 11,762 shares of JPMorgan Equity Premium Income ETF worth $681K as of Q1 2024.
  • Steward Partners Investment Solutions sold 218 JPMorgan Equity Premium Income ETF shares in Q1 2024, an estimated $12.3K.
  • JPMorgan Equity Premium Income ETF made up 0.11% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #125 holding.
  • Steward Partners Investment Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,048 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.