Anfield Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Anfield Capital 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	$189K	Buy	3,329 +922	+38%	+$53.6K	0.05%	123
2025 Q4	$138K	Buy	2,407 +78	+3%	+$4.45K	0.04%	109
2025 Q3	$133K	Hold	2,329	–	–	0.04%	102
2025 Q2	$132K	Hold	2,329	–	–	0.04%	97
2025 Q1	$133K	Hold	2,329	–	–	0.05%	83
2024 Q4	$134K	Hold	2,329	–	–	0.05%	79
2024 Q3	$139K	Hold	2,329	–	–	0.05%	80
2024 Q2	$132K	Buy	+2,329	New	+$132K	0.06%	69

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

Anfield Capital Management's JEPI Position: Q1 2026 in Review

Anfield Capital Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 38% in Q1 2026, buying an estimated $53.6K and bringing the position to 3,329 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #123.

Anfield Capital Management first reported a position in JEPI in Q2 2024 and has held it in 8 quarters since. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Anfield Capital Management held 3,329 shares of JPMorgan Equity Premium Income ETF worth $189K as of Q1 2026.
Anfield Capital Management bought 922 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $53.6K.
JPMorgan Equity Premium Income ETF made up 0.05% of Anfield Capital Management's portfolio in Q1 2026, its #123 holding.
Anfield Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.