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JEPI icon

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

Ancora 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 		$2.15M Sell
37,924
-6
-0% -$349 0.05% 278
2025
Q4 		$2.17M Buy
37,930
+1,545
+4% +$88.2K 0.04% 288
2025
Q3 		$2.08M Sell
36,385
-1,330
-4% -$75.5K 0.04% 287
2025
Q2 		$2.14M Sell
37,715
-1,934
-5% -$107K 0.04% 284
2025
Q1 		$2.27M Sell
39,649
-432
-1% -$25.2K 0.05% 263
2024
Q4 		$2.31M Sell
40,081
-1,252
-3% -$74.3K 0.05% 257
2024
Q3 		$2.46M Sell
41,333
-111
-0.3% -$6.38K 0.06% 247
2024
Q2 		$2.35M Buy
41,444
+1,332
+3% +$75.3K 0.06% 247
2024
Q1 		$2.32M Buy
40,112
+5,747
+17% +$324K 0.05% 255
2023
Q4 		$1.89M Buy
34,365
+12,226
+55% +$659K 0.04% 274
2023
Q3 		$1.19M Buy
22,139
+748
+3% +$41.2K 0.03% 329
2023
Q2 		$1.18M Buy
21,391
+1,110
+5% +$60.6K 0.03% 326
2023
Q1 		$1.11M Sell
20,281
-21,502
-51% -$1.17M 0.03% 335
2022
Q4 		$2.28M Buy
41,783
+25,172
+152% +$1.37M 0.07% 237
2022
Q3 		$851K Buy
16,611
+11,849
+249% +$659K 0.03% 387
2022
Q2 		$264K Buy
4,762
+1,505
+46% +$87.1K 0.01% 683
2022
Q1 		$200K Buy
+3,257
New +$197K ﹤0.01% 791

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 $2.28B AUM 12.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ancora Advisors's JEPI Position: Q1 2026 in Review

Ancora Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.02% in Q1 2026, selling an estimated $349 and leaving 37,924 shares worth $2.15M. The position accounts for 0.05% of the portfolio, ranked #278.

Ancora Advisors first reported a position in JEPI in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.46M in Q3 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Ancora Advisors held 37,924 shares of JPMorgan Equity Premium Income ETF worth $2.15M as of Q1 2026.
  • Ancora Advisors sold 6 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $349.
  • JPMorgan Equity Premium Income ETF made up 0.05% of Ancora Advisors's portfolio in Q1 2026, its #278 holding.
  • Ancora Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 17 quarters since.
  • Ancora Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.46M in Q3 2024.
  • 1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.