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Atria Investments’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Atria Investments’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 		$3.76M Sell
66,372
-16,914
-20% -$984K 0.04% 460
2025
Q4 		$4.77M Sell
83,286
-26,112
-24% -$1.49M 0.05% 388
2025
Q3 		$6.25M Sell
109,398
-67,725
-38% -$3.85M 0.07% 312
2025
Q2 		$10.1M Buy
177,123
+74,165
+72% +$4.11M 0.12% 194
2025
Q1 		$5.88M Sell
102,958
-57,817
-36% -$3.37M 0.08% 321
2024
Q4 		$9.25M Buy
160,775
+84,987
+112% +$5.05M 0.12% 202
2024
Q3 		$4.51M Sell
75,788
-10,410
-12% -$599K 0.06% 389
2024
Q2 		$4.89M Buy
86,198
+2,037
+2% +$115K 0.06% 337
2024
Q1 		$4.87M Buy
84,161
+4,037
+5% +$227K 0.07% 343
2023
Q4 		$4.41M Sell
80,124
-44,042
-35% -$2.37M 0.07% 331
2023
Q3 		$6.65M Buy
124,166
+8,531
+7% +$470K 0.12% 209
2023
Q2 		$6.4M Buy
115,635
+46,006
+66% +$2.51M 0.12% 207
2023
Q1 		$3.8M Buy
69,629
+12,794
+23% +$694K 0.07% 330
2022
Q4 		$3.1M Sell
56,835
-9,938
-15% -$540K 0.06% 371
2022
Q3 		$3.42M Buy
66,773
+3,874
+6% +$216K 0.08% 312
2022
Q2 		$3.49M Buy
+62,899
New +$3.64M 0.07% 337

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Atria Investments's JEPI Position: Q1 2026 in Review

Atria Investments reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 20% in Q1 2026, selling an estimated $984K and leaving 66,372 shares worth $3.76M. The position accounts for 0.04% of the portfolio, ranked #460.

Atria Investments first reported a position in JEPI in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.1M in Q2 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Atria Investments held 66,372 shares of JPMorgan Equity Premium Income ETF worth $3.76M as of Q1 2026.
  • Atria Investments sold 16,914 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $984K.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Atria Investments's portfolio in Q1 2026, its #460 holding.
  • Atria Investments first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
  • Atria Investments's JPMorgan Equity Premium Income ETF position peaked at $10.1M in Q2 2025.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.