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

Angeles 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	$22.7K	Sell	400 -3,573	-90%	-$208K	﹤0.01%	495
2025 Q4	$229K	Buy	3,973 +3,573	+893%	+$204K	0.01%	334
2025 Q3	$22.8K	Hold	400	–	–	﹤0.01%	386
2025 Q2	$22.7K	Hold	400	–	–	﹤0.01%	399
2025 Q1	$22.9K	Hold	400	–	–	﹤0.01%	349
2024 Q4	$23K	Hold	400	–	–	﹤0.01%	355
2024 Q3	$23.8K	Hold	400	–	–	﹤0.01%	311
2024 Q2	$22.7K	Hold	400	–	–	﹤0.01%	275
2024 Q1	$23.1K	Hold	400	–	–	﹤0.01%	269
2023 Q4	$22K	Buy	+400	New	+$21.6K	﹤0.01%	242

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 $2.42B AUM 17.68% 1-Year Est. Return

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

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

Angeles Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 90% in Q1 2026, selling an estimated $208K and leaving 400 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Angeles Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $229K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Angeles Wealth Management held 400 shares of JPMorgan Equity Premium Income ETF worth $22.7K as of Q1 2026.
Angeles Wealth Management sold 3,573 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $208K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #495 holding.
Angeles Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Angeles Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $229K in Q4 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.