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

Atria Wealth Solutions’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
2025 Q2	$28.9M	Sell	507,452 -853,327	-63%	-$47.3M	0.65%	20
2025 Q1	$77.8M	Buy	1,360,779 +99,622	+8%	+$5.8M	0.94%	14
2024 Q4	$72.7M	Buy	1,261,157 +118,194	+10%	+$7.02M	0.8%	14
2024 Q3	$68M	Buy	1,142,963 +21,442	+2%	+$1.23M	0.74%	18
2024 Q2	$63.6M	Buy	1,121,521 +292,802	+35%	+$16.6M	0.7%	17
2024 Q1	$47.9M	Buy	828,719 +132,289	+19%	+$7.45M	0.54%	28
2023 Q4	$38.4M	Buy	696,430 +21,947	+3%	+$1.18M	0.48%	30
2023 Q3	$36.1M	Buy	674,483 +16,922	+3%	+$932K	0.51%	29
2023 Q2	$36.4M	Buy	657,561 +117,301	+22%	+$6.41M	0.5%	28
2023 Q1	$29.5M	Buy	540,260 +135,079	+33%	+$7.33M	0.44%	37
2022 Q4	$22.3M	Buy	405,181 +71,511	+21%	+$3.88M	0.36%	62
2022 Q3	$17.1M	Buy	333,670 +87,810	+36%	+$4.89M	0.3%	77
2022 Q2	$13.6M	Buy	245,860 +75,648	+44%	+$4.38M	0.26%	87
2022 Q1	$10.5M	Buy	+170,212	New	+$10.3M	0.17%	127

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's JEPI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 63% in Q2 2025, selling an estimated $47.3M and leaving 507,452 shares worth $28.9M. The position accounts for 0.65% of the portfolio, ranked #20.

Atria Wealth Solutions first reported a position in JEPI in Q1 2022 and has held it in 14 quarters since. The position peaked at $77.8M in Q1 2025. 1,286 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Atria Wealth Solutions held 507,452 shares of JPMorgan Equity Premium Income ETF worth $28.9M as of Q2 2025.
Atria Wealth Solutions sold 853,327 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $47.3M.
JPMorgan Equity Premium Income ETF made up 0.65% of Atria Wealth Solutions's portfolio in Q2 2025, its #20 holding.
Atria Wealth Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's JPMorgan Equity Premium Income ETF position peaked at $77.8M in Q1 2025.
1,286 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.