Accel Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Accel Wealth Management’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	–	Sell	-3,873	Closed	-$222K	–	296
2025 Q4	$222K	Sell	3,873 -1,897	-33%	-$108K	0.06%	256
2025 Q3	$329K	Sell	5,770 -1,946	-25%	-$111K	0.1%	194
2025 Q2	$439K	Sell	7,716 -250	-3%	-$13.8K	0.15%	151
2025 Q1	$455K	Sell	7,966 -3,836	-33%	-$223K	0.16%	131
2024 Q4	$679K	Sell	11,802 -1,792	-13%	-$106K	0.26%	97
2024 Q3	$809K	Sell	13,594 -431	-3%	-$24.8K	0.3%	80
2024 Q2	$795K	Sell	14,025 -1,955	-12%	-$111K	0.32%	77
2024 Q1	$925K	Sell	15,980 -434	-3%	-$24.4K	0.39%	66
2023 Q4	$902K	Sell	16,414 -637	-4%	-$34.3K	0.45%	63
2023 Q3	$913K	Sell	17,051 -173	-1%	-$9.53K	0.51%	59
2023 Q2	$953K	Sell	17,224 -424	-2%	-$23.2K	0.52%	58
2023 Q1	$964K	Sell	17,648 -12	-0.1%	-$651	0.39%	65
2022 Q4	$962K	Sell	17,660 -1,823	-9%	-$99K	0.46%	56
2022 Q3	$1.03M	Buy	19,483 +399	+2%	+$22.2K	0.55%	53
2022 Q2	$1.06M	Hold	19,084	–	–	0.61%	50
2022 Q1	$1.16M	Buy	19,084 +4,380	+30%	+$265K	0.6%	47
2021 Q4	$929K	Buy	+14,704	New	+$906K	0.46%	52

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Accel Wealth Management's JEPI Position: Q1 2026 in Review

Accel Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 3,873 shares — an estimated $222K sold.

Accel Wealth Management first reported a position in JEPI in Q4 2021 and held it in 17 quarters. The position peaked at $1.16M in Q1 2022. 1,414 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Accel Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Accel Wealth Management sold 3,873 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $222K.
Accel Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and held it in 17 quarters.
Accel Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.16M in Q1 2022.
1,414 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Accel Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.