Beckerman Institutional’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Beckerman Institutional’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	$1.04M	Sell	18,376 -198	-1%	-$11.5K	0.55%	42
2025 Q4	$1.06M	Sell	18,574 -973	-5%	-$55.6K	0.6%	42
2025 Q3	$1.12M	Sell	19,547 -437	-2%	-$24.8K	0.66%	39
2025 Q2	$1.14M	Sell	19,984 -1,916	-9%	-$106K	0.75%	36
2025 Q1	$1.25M	Sell	21,900 -2,066	-9%	-$120K	0.91%	34
2024 Q4	$1.38M	Buy	23,966 +258	+1%	+$15.3K	1.1%	27
2024 Q3	$1.41M	Buy	+23,708	New	+$1.36M	1.19%	23

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

Beckerman Institutional's JEPI Position: Q1 2026 in Review

Beckerman Institutional reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.1% in Q1 2026, selling an estimated $11.5K and leaving 18,376 shares worth $1.04M. The position accounts for 0.55% of the portfolio, ranked #42.

Beckerman Institutional first reported a position in JEPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Beckerman Institutional held 18,376 shares of JPMorgan Equity Premium Income ETF worth $1.04M as of Q1 2026.
Beckerman Institutional sold 198 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $11.5K.
JPMorgan Equity Premium Income ETF made up 0.55% of Beckerman Institutional's portfolio in Q1 2026, its #42 holding.
Beckerman Institutional first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
Beckerman Institutional's JPMorgan Equity Premium Income ETF position peaked at $1.41M in Q3 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Beckerman Institutional's 13F filing for Q1 2026, filed 4 May 2026.