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

WCG 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
-4,680
Closed -$240K – 220
2022
Q3 		$240K Buy
+4,680
New +$260K 0.03% 250

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

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

WCG Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2022, closing a stake of 4,680 shares — an estimated $240K sold.

WCG Wealth Advisors first reported a position in JEPI in Q3 2022 and held it in 1 quarter. The position peaked at $240K in Q3 2022. 646 funds tracked by Wall St. Rank hold JEPI as of Q4 2022.

  • WCG Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 4,680 JPMorgan Equity Premium Income ETF shares in Q4 2022, an estimated $240K.
  • WCG Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 1 quarter.
  • WCG Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $240K in Q3 2022.
  • 646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.