Brooklyn Investment Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Brooklyn Investment Group’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	$218K	Buy	+3,850	New	+$224K	0.01%	1657
2025 Q3	–	Sell	-1,844	Closed	-$105K	–	1701
2025 Q2	$105K	Sell	1,844 -4,029	-69%	-$223K	0.01%	911
2025 Q1	$336K	Buy	5,873 +5,735	+4,156%	+$334K	0.07%	234
2024 Q4	$7.94K	Buy	+138	New	+$8.19K	﹤0.01%	1069

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

Brooklyn Investment Group's JEPI Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 3,850 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #1657 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in JEPI as recently as Q2 2025.

Brooklyn Investment Group first reported a position in JEPI in Q4 2024 and has held it in 4 quarters since. The position peaked at $336K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Brooklyn Investment Group held 3,850 shares of JPMorgan Equity Premium Income ETF worth $218K as of Q1 2026.
JPMorgan Equity Premium Income ETF was a new Brooklyn Investment Group position in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1657 holding.
Brooklyn Investment Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 4 quarters since.
Brooklyn Investment Group's JPMorgan Equity Premium Income ETF position peaked at $336K in Q1 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.