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A4 Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

A4 Wealth Advisors’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
2026
Q1 		$220K Hold
3,877
– – 0.18% 89
2025
Q4 		$222K Buy
+3,877
New +$221K 0.19% 113

Other funds holding JEPI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

A4 Wealth Advisors's JEPI Position: Q1 2026 in Review

A4 Wealth Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 3,877 shares worth $220K. The position accounts for 0.18% of the portfolio, ranked #89.

A4 Wealth Advisors first reported a position in JEPI in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • A4 Wealth Advisors held 3,877 shares of JPMorgan Equity Premium Income ETF worth $220K as of Q1 2026.
  • A4 Wealth Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
  • JPMorgan Equity Premium Income ETF made up 0.18% of A4 Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • A4 Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • A4 Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $222K in Q4 2025.
  • 1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on A4 Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.