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

TCI Wealth 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
2023 Q2	–	Sell	-179	Closed	-$9.8K	–	1234
2023 Q1	$9.8K	Sell	179 -251	-58%	-$13.6K	﹤0.01%	1100
2022 Q4	$23.4K	Buy	430 +420	+4,200%	+$22.8K	﹤0.01%	622
2022 Q3	$1K	Sell	10 -16	-62%	-$890	﹤0.01%	2102
2022 Q2	$1K	Buy	+26	New	+$1.5K	﹤0.01%	2153
2021 Q4	–	Sell	-90	Closed	-$5K	–	2414
2021 Q3	$5K	Buy	+90	New	+$5.54K	﹤0.01%	1607

Other funds holding JEPI

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 $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $71.6B AUM 21.08% 1-Year Est. Return