Alexander Labrunerie & Co’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Alexander Labrunerie & Co’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	$358K	Sell	6,321 -54	-0.8%	-$3.14K	0.13%	84
2025 Q4	$365K	Buy	6,375 +2,528	+66%	+$144K	0.13%	79
2025 Q3	$220K	Buy	+3,847	New	+$218K	0.08%	107

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alexander Labrunerie & Co's JEPI Position: Q1 2026 in Review

Alexander Labrunerie & Co reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.85% in Q1 2026, selling an estimated $3.14K and leaving 6,321 shares worth $358K. The position accounts for 0.13% of the portfolio, ranked #84.

Alexander Labrunerie & Co first reported a position in JEPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $365K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Alexander Labrunerie & Co held 6,321 shares of JPMorgan Equity Premium Income ETF worth $358K as of Q1 2026.
Alexander Labrunerie & Co sold 54 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $3.14K.
JPMorgan Equity Premium Income ETF made up 0.13% of Alexander Labrunerie & Co's portfolio in Q1 2026, its #84 holding.
Alexander Labrunerie & Co first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
Alexander Labrunerie & Co's JPMorgan Equity Premium Income ETF position peaked at $365K in Q4 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q1 2026, filed 18 May 2026.