Strong Tower Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Strong Tower Advisory Services’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 Q4	–	Sell	-30,019	Closed	-$1.79M	–	96
2024 Q3	$1.79M	Buy	30,019 +6,842	+30%	+$394K	0.5%	62
2024 Q2	$1.31M	Buy	23,177 +4,122	+22%	+$233K	0.43%	57
2024 Q1	$1.09M	Buy	19,055 +1,220	+7%	+$68.7K	0.44%	53
2023 Q4	$981K	Buy	17,835 +68	+0.4%	+$3.67K	0.43%	55
2023 Q3	$952K	Buy	17,767 +1,763	+11%	+$97.1K	0.48%	47
2023 Q2	$886K	Buy	+16,004	New	+$874K	0.42%	55

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Strong Tower Advisory Services's JEPI Position: Q4 2024 in Review

Strong Tower Advisory Services sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 30,019 shares — an estimated $1.79M sold.

Strong Tower Advisory Services first reported a position in JEPI in Q2 2023 and held it in 6 quarters. The position peaked at $1.79M in Q3 2024. 1,256 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

Strong Tower Advisory Services reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
Strong Tower Advisory Services sold 30,019 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $1.79M.
Strong Tower Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 6 quarters.
Strong Tower Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $1.79M in Q3 2024.
1,256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Strong Tower Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.