ZIMP
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Zimmermann Investment Management & Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-163,220
Closed -$9.71M – 68
2024
Q3 		$9.71M Buy
163,220
+21,590
+15% +$1.24M 2.98% 8
2024
Q2 		$8.03M Buy
141,630
+10,615
+8% +$600K 2.68% 8
2024
Q1 		$7.58M Buy
131,015
+5,831
+5% +$328K 2.73% 8
2023
Q4 		$6.88M Buy
125,184
+1,264
+1% +$68.2K 2.82% 9
2023
Q3 		$6.64M Buy
123,920
+2,384
+2% +$131K 3.18% 6
2023
Q2 		$6.72M Buy
121,536
+1,642
+1% +$89.7K 3.13% 8
2023
Q1 		$6.55M Sell
119,894
-9,049
-7% -$491K 3.42% 9
2022
Q4 		$7.03M Buy
128,943
+3,088
+2% +$168K 4.05% 6
2022
Q3 		$6.45M Buy
125,855
+15,034
+14% +$837K 4.01% 7
2022
Q2 		$6.14M Buy
110,821
+888
+0.8% +$51.4K 4.21% 6
2022
Q1 		$6.75M Buy
109,933
+3,053
+3% +$185K 4% 6
2021
Q4 		$6.75M Buy
+106,880
New +$6.58M 3.79% 5

Other funds holding JEPI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Zimmermann Investment Management & Planning's JEPI Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 163,220 shares — an estimated $9.71M sold.

Zimmermann Investment Management & Planning first reported a position in JEPI in Q4 2021 and held it in 12 quarters. The position peaked at $9.71M in Q3 2024. 1,253 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 163,220 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $9.71M.
  • Zimmermann Investment Management & Planning first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's JPMorgan Equity Premium Income ETF position peaked at $9.71M in Q3 2024.
  • 1,253 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.