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Ausdal Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ausdal Financial Partners’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 		$5.55M Buy
97,973
+9,928
+11% +$578K 0.25% 101
2025
Q4 		$5.04M Buy
88,045
+752
+0.9% +$42.9K 0.23% 103
2025
Q3 		$4.98M Buy
87,293
+7,965
+10% +$452K 0.24% 98
2025
Q2 		$4.51M Buy
79,328
+12,953
+20% +$718K 0.3% 78
2025
Q1 		$3.79M Buy
66,375
+7,097
+12% +$413K 0.29% 79
2024
Q4 		$3.41M Buy
59,278
+25,998
+78% +$1.54M 0.29% 84
2024
Q3 		$1.98M Buy
33,280
+3,392
+11% +$195K 0.21% 109
2024
Q2 		$1.69M Buy
29,888
+2,638
+10% +$149K 0.18% 120
2024
Q1 		$1.58M Buy
27,250
+1,801
+7% +$101K 0.18% 124
2023
Q4 		$1.4M Sell
25,449
-2,189
-8% -$118K 0.17% 129
2023
Q3 		$1.48M Sell
27,638
-326
-1% -$18K 0.2% 119
2023
Q2 		$1.55M Buy
27,964
+22,143
+380% +$1.21M 0.21% 114
2023
Q1 		$318K Buy
+5,821
New +$316K 0.04% 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

Ausdal Financial Partners's JEPI Position: Q1 2026 in Review

Ausdal Financial Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 11% in Q1 2026, buying an estimated $578K and bringing the position to 97,973 shares worth $5.55M. The position accounts for 0.25% of the portfolio, ranked #101.

Ausdal Financial Partners first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Ausdal Financial Partners held 97,973 shares of JPMorgan Equity Premium Income ETF worth $5.55M as of Q1 2026.
  • Ausdal Financial Partners bought 9,928 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $578K.
  • JPMorgan Equity Premium Income ETF made up 0.25% of Ausdal Financial Partners's portfolio in Q1 2026, its #101 holding.
  • Ausdal Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.