Armor Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Armor Investment Advisors’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	$1.54M	Sell	27,136 -3,858	-12%	-$224K	0.55%	37
2025 Q4	$1.77M	Sell	30,994 -75,818	-71%	-$4.33M	0.65%	30
2025 Q3	$6.1M	Sell	106,812 -75,320	-41%	-$4.28M	1.93%	14
2025 Q2	$10.4M	Sell	182,132 -5,814	-3%	-$322K	3.9%	7
2025 Q1	$10.7M	Buy	187,946 +3,610	+2%	+$210K	4.44%	6
2024 Q4	$10.6M	Buy	184,336 +14,282	+8%	+$848K	4.36%	6
2024 Q3	$10.1M	Sell	170,054 -6,738	-4%	-$388K	4.19%	6
2024 Q2	$10M	Buy	176,792 +7,863	+5%	+$445K	4.62%	6
2024 Q1	$9.77M	Buy	168,929 +5,535	+3%	+$312K	4.7%	4
2023 Q4	$8.98M	Buy	163,394 +6,691	+4%	+$361K	4.75%	3
2023 Q3	$8.39M	Buy	156,703 +73,075	+87%	+$4.03M	4.98%	1
2023 Q2	$4.63M	Buy	83,628 +83,623	+1,672,460%	+$4.57M	2.8%	10
2023 Q1	$273	Buy	+5	New	+$271	﹤0.01%	172

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 $2.28B AUM 12.16% 1-Year Est. Return

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

Armor Investment Advisors's JEPI Position: Q1 2026 in Review

Armor Investment Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q1 2026, selling an estimated $224K and leaving 27,136 shares worth $1.54M. The position accounts for 0.55% of the portfolio, ranked #37.

Armor Investment Advisors first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.7M in Q1 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Armor Investment Advisors held 27,136 shares of JPMorgan Equity Premium Income ETF worth $1.54M as of Q1 2026.
Armor Investment Advisors sold 3,858 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $224K.
JPMorgan Equity Premium Income ETF made up 0.55% of Armor Investment Advisors's portfolio in Q1 2026, its #37 holding.
Armor Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
Armor Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $10.7M in Q1 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.