TIAM2
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Tru Independence Asset Management 2’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Tru Independence Asset Management 2’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
2022
Q1 		– Sell
-12,165
Closed -$769K – 122
2021
Q4 		$769K Buy
12,165
+3,242
+36% +$200K 0.41% 47
2021
Q3 		$532K Buy
+8,923
New +$549K 0.38% 51

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tru Independence Asset Management 2's JEPI Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2022, closing a stake of 12,165 shares — an estimated $769K sold.

Tru Independence Asset Management 2 first reported a position in JEPI in Q3 2021 and held it in 2 quarters. The position peaked at $769K in Q4 2021. 393 funds tracked by Wall St. Rank hold JEPI as of Q1 2022.

  • Tru Independence Asset Management 2 reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2022 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 12,165 JPMorgan Equity Premium Income ETF shares in Q1 2022, an estimated $769K.
  • Tru Independence Asset Management 2 first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and held it in 2 quarters.
  • Tru Independence Asset Management 2's JPMorgan Equity Premium Income ETF position peaked at $769K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.