Corient Private Wealth LLC
Position in JEPI — JPMorgan Equity Premium Income ETF
CIK 1948780
MIAMI, FL
All Filings in JEPI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 JEPI | $5,797,220 | 102,642 | Shares | Sole | 2026-08-27 | |
| 2025-12-31 JEPI | $7,859,853 | 137,314 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 JEPI | $5,385,500 | 94,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 JEPI | $5,816,323 | 102,310 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 JEPI | $2,570,328 | 44,983 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 JEPI | $7,496,043 | 130,298 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 JEPI | $12,354,514 | 207,604 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 JEPI | $11,691,553 | 206,273 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 JEPI | $12,760,444 | 220,540 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 JEPI | $11,565,537 | 210,359 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 JEPI | $21,551,205 | 402,375 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 JEPI | $22,261,527 | 402,341 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 JEPI | $23,029,897 | 421,793 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 JEPI | $45,289,417 | 831,151 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||