YorkBridge Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

YorkBridge Wealth Partners’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 Q4	$316K	Hold	5,800	–	–	0.08%	179
2022 Q3	$297K	Buy	+5,800	New	+$323K	0.08%	198
2022 Q2	–	Sell	-5,500	Closed	-$338K	–	285
2022 Q1	$338K	Hold	5,500	–	–	0.07%	213
2021 Q4	$348K	Hold	5,500	–	–	0.08%	219
2021 Q3	$328K	Buy	5,500 +400	+8%	+$24.6K	0.08%	205
2021 Q2	$309K	Hold	5,100	–	–	0.08%	202
2021 Q1	$296K	Buy	+5,100	New	+$286K	0.09%	197

Other funds holding JEPI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

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

YorkBridge Wealth Partners's JEPI Position: Q4 2022 in Review

YorkBridge Wealth Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q4 2022 at 5,800 shares worth $316K. The position accounts for 0.08% of the portfolio, ranked #179.

YorkBridge Wealth Partners first reported a position in JEPI in Q1 2021 and has held it in 7 quarters since. The position peaked at $348K in Q4 2021. 646 funds tracked by Wall St. Rank hold JEPI as of Q4 2022.

YorkBridge Wealth Partners held 5,800 shares of JPMorgan Equity Premium Income ETF worth $316K as of Q4 2022.
YorkBridge Wealth Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q4 2022.
JPMorgan Equity Premium Income ETF made up 0.08% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #179 holding.
YorkBridge Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2021 and has held it in 7 quarters since.
YorkBridge Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $348K in Q4 2021.
646 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.