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AFT Forsyth & Company’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

AFT Forsyth & Company’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 		$981K Buy
17,305
+1,329
+8% +$77.3K 0.46% 52
2025
Q4 		$914K Sell
15,976
-220
-1% -$12.6K 0.39% 55
2025
Q3 		$925K Buy
16,196
+3,811
+31% +$216K 0.44% 47
2025
Q2 		$704K Buy
12,385
+3,270
+36% +$181K 0.36% 57
2025
Q1 		$521K Buy
9,115
+522
+6% +$30.4K 0.28% 78
2024
Q4 		$494K Buy
8,593
+738
+9% +$43.8K 0.24% 81
2024
Q3 		$467K Buy
7,855
+1,068
+16% +$61.4K 0.23% 85
2024
Q2 		$385K Buy
6,787
+1,663
+32% +$94.1K 0.19% 100
2024
Q1 		$296K Buy
5,124
+367
+8% +$20.7K 0.17% 115
2023
Q4 		$262K Buy
4,757
+231
+5% +$12.5K 0.16% 117
2023
Q3 		$242K Buy
4,526
+811
+22% +$44.7K 0.18% 111
2023
Q2 		$206K Buy
+3,715
New +$203K 0.15% 129

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

AFT Forsyth & Company's JEPI Position: Q1 2026 in Review

AFT Forsyth & Company increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.3% in Q1 2026, buying an estimated $77.3K and bringing the position to 17,305 shares worth $981K. The position accounts for 0.46% of the portfolio, ranked #52.

AFT Forsyth & Company first reported a position in JEPI in Q2 2023 and has held it in 12 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • AFT Forsyth & Company held 17,305 shares of JPMorgan Equity Premium Income ETF worth $981K as of Q1 2026.
  • AFT Forsyth & Company bought 1,329 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $77.3K.
  • JPMorgan Equity Premium Income ETF made up 0.46% of AFT Forsyth & Company's portfolio in Q1 2026, its #52 holding.
  • AFT Forsyth & Company first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.