Axis Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Axis Wealth 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	$975K	Buy	17,201 +1,715	+11%	+$99.8K	0.52%	57
2025 Q4	$886K	Buy	15,486 +480	+3%	+$27.4K	0.49%	61
2025 Q3	$857K	Buy	15,006 +1,864	+14%	+$106K	0.5%	57
2025 Q2	$747K	Buy	13,142 +6,581	+100%	+$365K	0.49%	57
2025 Q1	$375K	Buy	6,561 +771	+13%	+$44.9K	0.28%	96
2024 Q4	$333K	Buy	+5,790	New	+$344K	0.28%	97

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

Axis Wealth Partners's JEPI Position: Q1 2026 in Review

Axis Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 11% in Q1 2026, buying an estimated $99.8K and bringing the position to 17,201 shares worth $975K. The position accounts for 0.52% of the portfolio, ranked #57.

Axis Wealth Partners first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Axis Wealth Partners held 17,201 shares of JPMorgan Equity Premium Income ETF worth $975K as of Q1 2026.
Axis Wealth Partners bought 1,715 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $99.8K.
JPMorgan Equity Premium Income ETF made up 0.52% of Axis Wealth Partners's portfolio in Q1 2026, its #57 holding.
Axis Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Axis Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.