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 $1.66T 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 $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return