Argyle Capital Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Argyle Capital Partners’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	$978K	Buy	17,262 +1,002	+6%	+$58.3K	0.7%	43
2025 Q4	$931K	Sell	16,260 -1,999	-11%	-$114K	0.68%	44
2025 Q3	$1.04M	Buy	18,259 +1,951	+12%	+$111K	0.75%	42
2025 Q2	$927K	Buy	16,308 +701	+4%	+$38.8K	0.76%	42
2025 Q1	$892K	Sell	15,607 -235	-1%	-$13.7K	0.76%	42
2024 Q4	$911K	Buy	+15,842	New	+$941K	0.78%	42

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

Argyle Capital Partners's JEPI Position: Q1 2026 in Review

Argyle Capital Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.2% in Q1 2026, buying an estimated $58.3K and bringing the position to 17,262 shares worth $978K. The position accounts for 0.7% of the portfolio, ranked #43.

Argyle Capital Partners first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Argyle Capital Partners held 17,262 shares of JPMorgan Equity Premium Income ETF worth $978K as of Q1 2026.
Argyle Capital Partners bought 1,002 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $58.3K.
JPMorgan Equity Premium Income ETF made up 0.7% of Argyle Capital Partners's portfolio in Q1 2026, its #43 holding.
Argyle Capital Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Argyle Capital Partners's JPMorgan Equity Premium Income ETF position peaked at $1.04M in Q3 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.