Archer Investment Corporation’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Archer Investment Corporation’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	$3.3M	Sell	58,259 -24,712	-30%	-$1.44M	0.7%	27
2025 Q4	$4.75M	Sell	82,971 -28,146	-25%	-$1.61M	1.07%	17
2025 Q3	$6.34M	Buy	111,117 +6,637	+6%	+$377K	1.43%	10
2025 Q2	$5.94M	Buy	104,480 +8,632	+9%	+$478K	1.42%	10
2025 Q1	$5.48M	Buy	95,848 +14,283	+18%	+$832K	1.42%	10
2024 Q4	$4.69M	Buy	81,565 +17,435	+27%	+$1.04M	1.25%	13
2024 Q3	$3.82M	Buy	64,130 +32,454	+102%	+$1.87M	1.02%	19
2024 Q2	$1.8M	Buy	31,676 +6,260	+25%	+$354K	0.52%	45
2024 Q1	$1.47M	Buy	25,416 +14,499	+133%	+$817K	0.44%	53
2023 Q4	$600K	Buy	10,917 +7,630	+232%	+$411K	0.19%	110
2023 Q3	$176K	Buy	3,287 +649	+25%	+$35.8K	0.06%	227
2023 Q2	$146K	Buy	2,638 +1	+0%	+$55	0.05%	249
2023 Q1	$144K	Buy	+2,637	New	+$143K	0.05%	245
2022 Q2	–	Sell	-1,500	Closed	-$92K	–	827
2022 Q1	$92K	Hold	1,500	–	–	0.03%	284
2021 Q4	$94.8K	Hold	1,500	–	–	0.03%	279
2021 Q3	$89.4K	Buy	+1,500	New	+$92.3K	0.03%	278

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

Archer Investment Corporation's JEPI Position: Q1 2026 in Review

Archer Investment Corporation reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 30% in Q1 2026, selling an estimated $1.44M and leaving 58,259 shares worth $3.3M. The position accounts for 0.7% of the portfolio, ranked #27.

Archer Investment Corporation first reported a position in JEPI in Q3 2021 and has held it in 16 quarters since. The position peaked at $6.34M in Q3 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Archer Investment Corporation held 58,259 shares of JPMorgan Equity Premium Income ETF worth $3.3M as of Q1 2026.
Archer Investment Corporation sold 24,712 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $1.44M.
JPMorgan Equity Premium Income ETF made up 0.7% of Archer Investment Corporation's portfolio in Q1 2026, its #27 holding.
Archer Investment Corporation first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 16 quarters since.
Archer Investment Corporation's JPMorgan Equity Premium Income ETF position peaked at $6.34M in Q3 2025.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Archer Investment Corporation's 13F filing for Q1 2026, filed 4 May 2026.