Westover Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Westover Capital 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
2025 Q1	–	Sell	-3,897	Closed	-$224K	–	240
2024 Q4	$224K	Sell	3,897 -4,035	-51%	-$240K	0.05%	218
2024 Q3	$472K	Buy	7,932 +3,751	+90%	+$216K	0.09%	154
2024 Q2	$237K	Sell	4,181 -108	-3%	-$6.11K	0.06%	189
2024 Q1	$248K	Buy	4,289 +337	+9%	+$19K	0.07%	163
2023 Q4	$217K	Buy	+3,952	New	+$213K	0.07%	166
2023 Q3	–	Sell	-3,631	Closed	-$201K	–	181
2023 Q2	$201K	Sell	3,631 -225	-6%	-$12.3K	0.07%	171
2023 Q1	$211K	Sell	3,856 -112	-3%	-$6.08K	0.08%	155
2022 Q4	$216K	Buy	+3,968	New	+$216K	0.09%	142

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westover Capital Advisors's JEPI Position: Q1 2025 in Review

Westover Capital Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 3,897 shares — an estimated $224K sold.

Westover Capital Advisors first reported a position in JEPI in Q4 2022 and held it in 8 quarters. The position peaked at $472K in Q3 2024. 1,267 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

Westover Capital Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
Westover Capital Advisors sold 3,897 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $224K.
Westover Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and held it in 8 quarters.
Westover Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $472K in Q3 2024.
1,267 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Westover Capital Advisors's 13F filing for Q1 2025, filed 6 May 2025.