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Syverson Strege & Co’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-1,057
Closed -$57.7K – 346
2023
Q1 		$57.7K Buy
+1,057
New +$57.4K 0.02% 117

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Syverson Strege & Co's JEPI Position: Q2 2023 in Review

Syverson Strege & Co sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2023, closing a stake of 1,057 shares — an estimated $57.7K sold.

Syverson Strege & Co first reported a position in JEPI in Q1 2023 and held it in 1 quarter. The position peaked at $57.7K in Q1 2023. 858 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

  • Syverson Strege & Co reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 1,057 JPMorgan Equity Premium Income ETF shares in Q2 2023, an estimated $57.7K.
  • Syverson Strege & Co first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's JPMorgan Equity Premium Income ETF position peaked at $57.7K in Q1 2023.
  • 858 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.