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

V 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
2022
Q4 		– Sell
-9,085
Closed -$465K – 386
2022
Q3 		$465K Buy
9,085
+2,847
+46% +$158K 0.09% 211
2022
Q2 		$346K Buy
+6,238
New +$361K 0.07% 288

Other funds holding JEPI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

V Wealth Advisors's JEPI Position: Q4 2022 in Review

V Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2022, closing a stake of 9,085 shares — an estimated $465K sold.

V Wealth Advisors first reported a position in JEPI in Q2 2022 and held it in 2 quarters. The position peaked at $465K in Q3 2022. 646 funds tracked by Wall St. Rank hold JEPI as of Q4 2022.

  • V Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 9,085 JPMorgan Equity Premium Income ETF shares in Q4 2022, an estimated $465K.
  • V Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and held it in 2 quarters.
  • V Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $465K in Q3 2022.
  • 646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.