Blue Chip Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Blue Chip 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	$1.1M	Buy	19,371 +6,058	+46%	+$352K	0.08%	83
2025 Q4	$762K	Sell	13,313 -6,434	-33%	-$367K	0.06%	100
2025 Q3	$1.13M	Buy	19,747 +3,392	+21%	+$193K	0.08%	76
2025 Q2	$930K	Buy	16,355 +192	+1%	+$10.6K	0.08%	78
2025 Q1	$924K	Sell	16,163 -402	-2%	-$23.4K	0.08%	83
2024 Q4	$953K	Sell	16,565 -174	-1%	-$10.3K	0.08%	87
2024 Q3	$996K	Sell	16,739 -186	-1%	-$10.7K	0.09%	80
2024 Q2	$959K	Buy	16,925 +2,262	+15%	+$128K	0.09%	77
2024 Q1	$848K	Sell	14,663 -834	-5%	-$47K	0.08%	79
2023 Q4	$852K	Buy	15,497 +5,214	+51%	+$281K	0.09%	78
2023 Q3	$551K	Buy	10,283 +3,909	+61%	+$215K	0.07%	85
2023 Q2	$353K	Buy	6,374 +2,346	+58%	+$128K	0.04%	112
2023 Q1	$220K	Buy	4,028 +497	+14%	+$27K	0.03%	131
2022 Q4	$192K	Hold	3,531	–	–	0.02%	138
2022 Q3	$181K	Hold	3,531	–	–	0.02%	132
2022 Q2	$196K	Hold	3,531	–	–	0.03%	130
2022 Q1	$217K	Hold	3,531	–	–	0.03%	132
2021 Q4	$223K	Buy	+3,531	New	+$218K	0.03%	132

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

Blue Chip Partners's JEPI Position: Q1 2026 in Review

Blue Chip Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 46% in Q1 2026, buying an estimated $352K and bringing the position to 19,371 shares worth $1.1M. The position accounts for 0.08% of the portfolio, ranked #83.

Blue Chip Partners first reported a position in JEPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q3 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Blue Chip Partners held 19,371 shares of JPMorgan Equity Premium Income ETF worth $1.1M as of Q1 2026.
Blue Chip Partners bought 6,058 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $352K.
JPMorgan Equity Premium Income ETF made up 0.08% of Blue Chip Partners's portfolio in Q1 2026, its #83 holding.
Blue Chip Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 18 quarters since.
Blue Chip Partners's JPMorgan Equity Premium Income ETF position peaked at $1.13M in Q3 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.