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Vahanian & Associates Financial Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Vahanian & Associates Financial Planning’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
Q1 		– Sell
-6,605
Closed -$360K – 77
2022
Q4 		$360K Buy
6,605
+1,400
+27% +$76K 1.18% 34
2022
Q3 		$267K Buy
+5,205
New +$290K 0.92% 36

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

Vahanian & Associates Financial Planning's JEPI Position: Q1 2023 in Review

Vahanian & Associates Financial Planning sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2023, closing a stake of 6,605 shares — an estimated $360K sold.

Vahanian & Associates Financial Planning first reported a position in JEPI in Q3 2022 and held it in 2 quarters. The position peaked at $360K in Q4 2022. 757 funds tracked by Wall St. Rank hold JEPI as of Q1 2023.

  • Vahanian & Associates Financial Planning reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 6,605 JPMorgan Equity Premium Income ETF shares in Q1 2023, an estimated $360K.
  • Vahanian & Associates Financial Planning first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's JPMorgan Equity Premium Income ETF position peaked at $360K in Q4 2022.
  • 757 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2023, filed 18 Apr 2023.