Tiemann Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Tiemann Investment 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
2025 Q1	–	Sell	-3,225	Closed	-$186K	–	196
2024 Q4	$186K	Sell	3,225 -500	-13%	-$29.7K	0.08%	192
2024 Q3	$222K	Hold	3,725	–	–	0.1%	179
2024 Q2	$211K	Hold	3,725	–	–	0.09%	176
2024 Q1	$216K	Buy	3,725 +200	+6%	+$11.3K	0.1%	186
2023 Q4	$194K	Sell	3,525 -1,175	-25%	-$63.4K	0.09%	186
2023 Q3	$252K	Hold	4,700	–	–	0.13%	150
2023 Q2	$260K	Sell	4,700 -200	-4%	-$10.9K	0.13%	157
2023 Q1	$268K	Buy	4,900 +1,025	+26%	+$55.6K	0.15%	154
2022 Q4	$211K	Sell	3,875 -2,000	-34%	-$109K	0.12%	182
2022 Q3	$301K	Buy	5,875 +200	+4%	+$11.1K	0.2%	118
2022 Q2	$315K	Buy	5,675 +250	+5%	+$14.5K	0.17%	133
2022 Q1	$333K	Buy	5,425 +50	+0.9%	+$3.03K	0.15%	144
2021 Q4	$340K	Buy	5,375 +250	+5%	+$15.4K	0.14%	154
2021 Q3	$306K	Buy	+5,125	New	+$315K	0.15%	150

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Tiemann Investment Advisors's JEPI Position: Q1 2025 in Review

Tiemann Investment Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 3,225 shares — an estimated $186K sold.

Tiemann Investment Advisors first reported a position in JEPI in Q3 2021 and held it in 14 quarters. The position peaked at $340K in Q4 2021. 1,267 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

Tiemann Investment Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
Tiemann Investment Advisors sold 3,225 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $186K.
Tiemann Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and held it in 14 quarters.
Tiemann Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $340K in Q4 2021.
1,267 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Tiemann Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.