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Uniting Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Uniting Wealth Partners’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
-4,000
Closed -$230K – 120
2024
Q4 		$230K Buy
+4,000
New +$238K 0.11% 85

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UBS Group
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Royal Bank of Canada
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Uniting Wealth Partners's JEPI Position: Q1 2025 in Review

Uniting Wealth Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 4,000 shares — an estimated $230K sold.

Uniting Wealth Partners first reported a position in JEPI in Q4 2024 and held it in 1 quarter. The position peaked at $230K in Q4 2024. 1,263 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

  • Uniting Wealth Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Uniting Wealth Partners sold 4,000 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $230K.
  • Uniting Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 1 quarter.
  • Uniting Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $230K in Q4 2024.
  • 1,263 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Uniting Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.