Burford Brothers’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Burford Brothers’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	–	Sell	-3,518	Closed	-$201K	–	176
2025 Q4	$201K	Hold	3,518	–	–	0.08%	163
2025 Q3	$201K	Buy	+3,518	New	+$200K	0.09%	155

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Burford Brothers's JEPI Position: Q1 2026 in Review

Burford Brothers sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 3,518 shares — an estimated $201K sold.

Burford Brothers first reported a position in JEPI in Q3 2025 and held it in 2 quarters. The position peaked at $201K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Burford Brothers reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Burford Brothers sold 3,518 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $201K.
Burford Brothers first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and held it in 2 quarters.
Burford Brothers's JPMorgan Equity Premium Income ETF position peaked at $201K in Q4 2025.
1,416 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Burford Brothers's 13F filing for Q1 2026, filed 27 Apr 2026.