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

AssuredPartners 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	$600K	Buy	+10,575	New	+$615K	0.07%	226

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

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

AssuredPartners Investment Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 10,575 shares worth $600K. The stake represents 0.07% of the portfolio and ranks #226 among its holdings.

1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

AssuredPartners Investment Advisors held 10,575 shares of JPMorgan Equity Premium Income ETF worth $600K as of Q1 2026.
JPMorgan Equity Premium Income ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #226 holding.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

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