Belvedere Trading
JEPI icon

Belvedere Trading’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Belvedere Trading’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
2023
Q2 		– Sell
-1,300
Closed -$71K – 993
2023
Q1 		$71K Buy
+1,300
New +$70.5K ﹤0.01% 527

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Belvedere Trading's JEPI Position: Q1 2025 in Review

Belvedere Trading sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 2,049 shares — an estimated $118K sold.

Belvedere Trading first reported a position in JEPI in Q4 2024 and held it in 1 quarter. The position peaked at $118K in Q4 2024. 1,263 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

  • Belvedere Trading reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Belvedere Trading sold 2,049 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $118K.
  • Belvedere Trading first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 1 quarter.
  • Belvedere Trading's JPMorgan Equity Premium Income ETF position peaked at $118K in Q4 2024.
  • 1,263 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Belvedere Trading's 13F filing for Q1 2025, filed 9 May 2025.