Autumn Glory Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Autumn Glory 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	$1.76M	Buy	30,968 +4,885	+19%	+$284K	0.64%	41
2025 Q4	$1.49M	Buy	26,083 +4,347	+20%	+$248K	0.52%	51
2025 Q3	$1.24M	Buy	21,736 +2,450	+13%	+$139K	0.51%	55
2025 Q2	$1.1M	Sell	19,286 -2,450	-11%	-$136K	0.51%	51
2025 Q1	$1.24M	Buy	21,736 +1,240	+6%	+$72.2K	0.62%	50
2024 Q4	$1.18M	Sell	20,496 -8,776	-30%	-$521K	0.58%	52
2024 Q3	$1.74M	Buy	29,272 +9,089	+45%	+$523K	0.67%	44
2024 Q2	$1.14M	Sell	20,183 -73	-0.4%	-$4.13K	0.58%	55
2024 Q1	$1.17M	Hold	20,256	–	–	0.57%	56
2023 Q4	$1.12M	Buy	20,256 +35	+0.2%	+$1.89K	0.64%	49
2023 Q3	$1.08M	Buy	20,221 +5,462	+37%	+$301K	0.66%	51
2023 Q2	$817K	Buy	14,759 +1,289	+10%	+$70.4K	0.6%	52
2023 Q1	$735K	Sell	13,470 -3,814	-22%	-$207K	0.63%	46
2022 Q4	$942K	Buy	17,284 +8,849	+105%	+$481K	0.5%	61
2022 Q3	$432K	Buy	+8,435	New	+$469K	0.29%	88

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

Autumn Glory Partners's JEPI Position: Q1 2026 in Review

Autumn Glory Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 19% in Q1 2026, buying an estimated $284K and bringing the position to 30,968 shares worth $1.76M. The position accounts for 0.64% of the portfolio, ranked #41.

Autumn Glory Partners first reported a position in JEPI in Q3 2022 and has held it in 15 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Autumn Glory Partners held 30,968 shares of JPMorgan Equity Premium Income ETF worth $1.76M as of Q1 2026.
Autumn Glory Partners bought 4,885 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $284K.
JPMorgan Equity Premium Income ETF made up 0.64% of Autumn Glory Partners's portfolio in Q1 2026, its #41 holding.
Autumn Glory Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 15 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Autumn Glory Partners's 13F filing for Q1 2026, filed 4 May 2026.