AWM
JEPI icon

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

Aprio 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 		$7.5M Buy
132,329
+8,125
+7% +$473K 0.41% 52
2025
Q4 		$7.11M Buy
124,204
+1,912
+2% +$109K 0.41% 51
2025
Q3 		$6.98M Buy
122,292
+1,134
+0.9% +$64.4K 0.69% 29
2025
Q2 		$6.89M Sell
121,158
-7,080
-6% -$392K 0.78% 29
2025
Q1 		$7.33M Buy
128,238
+7,152
+6% +$417K 0.92% 25
2024
Q4 		$6.97M Buy
121,086
+10,983
+10% +$652K 1.02% 21
2024
Q3 		$6.55M Sell
110,103
-168
-0.2% -$9.66K 1.05% 22
2024
Q2 		$6.25M Sell
110,271
-12,370
-10% -$700K 1.14% 17
2024
Q1 		$7.1M Buy
122,641
+22,255
+22% +$1.25M 1.39% 16
2023
Q4 		$5.52M Buy
100,386
+19,655
+24% +$1.06M 1.23% 20
2023
Q3 		$4.32M Buy
80,731
+15,069
+23% +$830K 1.19% 18
2023
Q2 		$3.63M Buy
65,662
+51,416
+361% +$2.81M 1% 20
2023
Q1 		$778K Buy
14,246
+2,807
+25% +$152K 0.24% 43
2022
Q4 		$623K Buy
11,439
+867
+8% +$47.1K 0.22% 52
2022
Q3 		$542K Buy
10,572
+3,187
+43% +$177K 0.22% 58
2022
Q2 		$409K Buy
+7,385
New +$427K 0.16% 54

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

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

Aprio Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.5% in Q1 2026, buying an estimated $473K and bringing the position to 132,329 shares worth $7.5M. The position accounts for 0.41% of the portfolio, ranked #52.

Aprio Wealth Management first reported a position in JEPI in Q2 2022 and has held it in 16 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Aprio Wealth Management held 132,329 shares of JPMorgan Equity Premium Income ETF worth $7.5M as of Q1 2026.
  • Aprio Wealth Management bought 8,125 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $473K.
  • JPMorgan Equity Premium Income ETF made up 0.41% of Aprio Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Aprio Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.