Atomi Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Atomi Financial Group’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	$825K	Buy	14,555 +799	+6%	+$46.5K	0.03%	501
2025 Q4	$787K	Sell	13,756 -1,456	-10%	-$83.1K	0.02%	495
2025 Q3	$869K	Buy	15,212 +6,646	+78%	+$377K	0.03%	428
2025 Q2	$487K	Sell	8,566 -10,656	-55%	-$590K	0.02%	609
2025 Q1	$1.1M	Buy	19,222 +14	+0.1%	+$816	0.05%	285
2024 Q4	$1.11M	Sell	19,208 -4,624	-19%	-$275K	0.06%	246
2024 Q3	$1.42M	Sell	23,832 -6,046	-20%	-$348K	0.09%	178
2024 Q2	$1.69M	Buy	29,878 +1,489	+5%	+$84.2K	0.13%	135
2024 Q1	$1.64M	Sell	28,389 -3,938	-12%	-$222K	0.15%	131
2023 Q4	$1.78M	Buy	32,327 +12,600	+64%	+$679K	0.25%	87
2023 Q3	$1.06M	Buy	19,727 +2,227	+13%	+$123K	0.35%	77
2023 Q2	$968K	Buy	+17,500	New	+$956K	0.44%	60

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

Atomi Financial Group's JEPI Position: Q1 2026 in Review

Atomi Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.8% in Q1 2026, buying an estimated $46.5K and bringing the position to 14,555 shares worth $825K. The position accounts for 0.03% of the portfolio, ranked #501.

Atomi Financial Group first reported a position in JEPI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.78M in Q4 2023. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Atomi Financial Group held 14,555 shares of JPMorgan Equity Premium Income ETF worth $825K as of Q1 2026.
Atomi Financial Group bought 799 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $46.5K.
JPMorgan Equity Premium Income ETF made up 0.03% of Atomi Financial Group's portfolio in Q1 2026, its #501 holding.
Atomi Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
Atomi Financial Group's JPMorgan Equity Premium Income ETF position peaked at $1.78M in Q4 2023.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.