Arrowroot Family Office’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Arrowroot Family Office’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	$1.41M	Buy	24,953 +3,898	+19%	+$227K	0.47%	49
2025 Q4	$1.21M	Buy	21,055 +1,989	+10%	+$114K	0.44%	51
2025 Q3	$1.09M	Buy	19,066 +570	+3%	+$32.4K	0.43%	54
2025 Q2	$1.05M	Buy	+18,496	New	+$1.02M	0.47%	51
2024 Q4	$902K	Buy	15,676 +1,379	+10%	+$81.9K	0.47%	51
2024 Q3	$851K	Buy	14,297 +1,438	+11%	+$82.7K	0.5%	49
2024 Q2	$729K	Buy	12,859 +48	+0.4%	+$2.71K	0.47%	53
2024 Q1	$741K	Buy	+12,811	New	+$722K	0.48%	54

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

Arrowroot Family Office's JEPI Position: Q1 2026 in Review

Arrowroot Family Office increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 19% in Q1 2026, buying an estimated $227K and bringing the position to 24,953 shares worth $1.41M. The position accounts for 0.47% of the portfolio, ranked #49.

Arrowroot Family Office first reported a position in JEPI in Q1 2024 and has held it in 8 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Arrowroot Family Office held 24,953 shares of JPMorgan Equity Premium Income ETF worth $1.41M as of Q1 2026.
Arrowroot Family Office bought 3,898 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $227K.
JPMorgan Equity Premium Income ETF made up 0.47% of Arrowroot Family Office's portfolio in Q1 2026, its #49 holding.
Arrowroot Family Office first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.