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
2025 Q1	–	Sell	-3,000	Closed	-$173K	–	826
2024 Q4	$173K	Buy	+3,000	New	+$178K	﹤0.01%	442
2023 Q3	–	Sell	-9,900	Closed	-$548K	–	805
2023 Q2	$548K	Sell	9,900 -100	-1%	-$5.46K	﹤0.01%	122
2023 Q1	$546K	Buy	+10,000	New	+$543K	﹤0.01%	135

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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. 1,268 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.
1,268 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.