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Wealth Enhancement & Preservation of GA’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		$2.28M Buy
41,142
+947
+2% +$51.7K 2.19% 9
2023
Q1 		$2.19M Sell
40,195
-29,373
-42% -$1.59M 2.63% 11
2022
Q4 		$3.79M Buy
+69,568
New +$3.78M 6.18% 3

Other funds holding JEPI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's JEPI Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.4% in Q2 2023, buying an estimated $51.7K and bringing the position to 41,142 shares worth $2.28M. The position accounts for 2.19% of the portfolio, ranked #9.

Wealth Enhancement & Preservation of GA first reported a position in JEPI in Q4 2022 and has held it in 3 quarters since. The position peaked at $3.79M in Q4 2022. 858 funds tracked by Wall St. Rank hold JEPI as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 41,142 shares of JPMorgan Equity Premium Income ETF worth $2.28M as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 947 JPMorgan Equity Premium Income ETF shares in Q2 2023, an estimated $51.7K.
  • JPMorgan Equity Premium Income ETF made up 2.19% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #9 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 3 quarters since.
  • Wealth Enhancement & Preservation of GA's JPMorgan Equity Premium Income ETF position peaked at $3.79M in Q4 2022.
  • 858 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.