B&D White Capital Company’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

B&D White Capital Company’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 Q3	–	Sell	-287,375	Closed	-$16.3M	–	90
2025 Q2	$16.3M	Buy	287,375 +8,873	+3%	+$492K	2.49%	13
2025 Q1	$15.9M	Buy	+278,502	New	+$16.2M	2.35%	11

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B&D White Capital Company's JEPI Position: Q3 2025 in Review

B&D White Capital Company sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 287,375 shares — an estimated $16.3M sold.

B&D White Capital Company first reported a position in JEPI in Q1 2025 and held it in 2 quarters. The position peaked at $16.3M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

B&D White Capital Company reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
B&D White Capital Company sold 287,375 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $16.3M.
B&D White Capital Company first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 2 quarters.
B&D White Capital Company's JPMorgan Equity Premium Income ETF position peaked at $16.3M in Q2 2025.
1,290 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on B&D White Capital Company's 13F filing for Q3 2025, filed 23 Oct 2025.