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Zullo Investment Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-100
Closed -$5.45K – 441
2022
Q4 		$5.45K Sell
100
-250
-71% -$13.6K ﹤0.01% 585
2022
Q3 		$18K Hold
350
– – 0.01% 404
2022
Q2 		$19K Sell
350
-200
-36% -$11.6K 0.01% 407
2022
Q1 		$34K Sell
550
-300
-35% -$18.2K 0.02% 352
2021
Q4 		$54K Buy
+850
New +$52.4K 0.03% 297

Other funds holding JEPI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Zullo Investment Group's JEPI Position: Q1 2023 in Review

Zullo Investment Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2023, closing a stake of 100 shares — an estimated $5.45K sold.

Zullo Investment Group first reported a position in JEPI in Q4 2021 and held it in 5 quarters. The position peaked at $54K in Q4 2021. 756 funds tracked by Wall St. Rank hold JEPI as of Q1 2023.

  • Zullo Investment Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 100 JPMorgan Equity Premium Income ETF shares in Q1 2023, an estimated $5.45K.
  • Zullo Investment Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's JPMorgan Equity Premium Income ETF position peaked at $54K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.