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WR Wealth Planners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

WR Wealth Planners’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
2024
Q4 		$108K Hold
1,876
– – 0.03% 224
2024
Q3 		$112K Hold
1,876
– – 0.03% 254
2024
Q2 		$106K Buy
1,876
+394
+27% +$22.3K 0.03% 244
2024
Q1 		$85.7K Buy
+1,482
New +$83.5K 0.03% 272
2023
Q4 		– Sell
-1,426
Closed -$76.4K – 537
2023
Q3 		$76.4K Hold
1,426
– – 0.03% 271
2023
Q2 		$78.9K Buy
+1,426
New +$77.9K 0.03% 270

Other funds holding JEPI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's JEPI Position: Q4 2024 in Review

WR Wealth Planners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q4 2024 at 1,876 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #224.

WR Wealth Planners first reported a position in JEPI in Q2 2023 and has held it in 6 quarters since. The position peaked at $112K in Q3 2024. 1,254 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • WR Wealth Planners held 1,876 shares of JPMorgan Equity Premium Income ETF worth $108K as of Q4 2024.
  • WR Wealth Planners left its JPMorgan Equity Premium Income ETF share count unchanged in Q4 2024.
  • JPMorgan Equity Premium Income ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #224 holding.
  • WR Wealth Planners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's JPMorgan Equity Premium Income ETF position peaked at $112K in Q3 2024.
  • 1,254 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.