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Bridgewater Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bridgewater Advisors’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 		$217K Sell
3,888
-700
-15% -$40.7K 0.01% 432
2025
Q4 		$267K Hold
4,588
– – 0.02% 376
2025
Q3 		$258K Buy
4,588
+650
+17% +$36.9K 0.02% 384
2025
Q2 		$225K Buy
+3,938
New +$218K 0.02% 406

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Advisors's JEPI Position: Q1 2026 in Review

Bridgewater Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q1 2026, selling an estimated $40.7K and leaving 3,888 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #432.

Bridgewater Advisors first reported a position in JEPI in Q2 2025 and has held it in 4 quarters since. The position peaked at $267K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Bridgewater Advisors held 3,888 shares of JPMorgan Equity Premium Income ETF worth $217K as of Q1 2026.
  • Bridgewater Advisors sold 700 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $40.7K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Bridgewater Advisors's portfolio in Q1 2026, its #432 holding.
  • Bridgewater Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Bridgewater Advisors's JPMorgan Equity Premium Income ETF position peaked at $267K in Q4 2025.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.