Wipfli Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wipfli Financial 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 Q3	$1.19M	Buy	+23,230	New	+$1.29M	0.08%	98

Other funds holding JEPI

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RCM

Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wipfli Financial Advisors's JEPI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2022: 23,230 shares worth $1.19M. The stake represents 0.08% of the portfolio and ranks #98 among its holdings.

526 funds tracked by Wall St. Rank hold JEPI as of Q3 2022.

Wipfli Financial Advisors held 23,230 shares of JPMorgan Equity Premium Income ETF worth $1.19M as of Q3 2022.
JPMorgan Equity Premium Income ETF was a new Wipfli Financial Advisors position in Q3 2022.
JPMorgan Equity Premium Income ETF made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #98 holding.
526 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.