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

Cardiff Park 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 		$930K Buy
16,404
+143
+0.9% +$8.32K 0.07% 125
2025
Q4 		$931K Sell
16,261
-2,464
-13% -$141K 0.08% 125
2025
Q3 		$1.07M Buy
18,725
+194
+1% +$11K 0.08% 124
2025
Q2 		$1.05M Buy
18,531
+243
+1% +$13.5K 0.09% 115
2025
Q1 		$1.04M Buy
18,288
+417
+2% +$24.3K 0.1% 105
2024
Q4 		$1.03M Buy
17,871
+1,207
+7% +$71.7K 0.1% 108
2024
Q3 		$992K Buy
16,664
+148
+0.9% +$8.51K 0.09% 103
2024
Q2 		$936K Buy
16,516
+148
+0.9% +$8.37K 0.09% 104
2024
Q1 		$947K Buy
16,368
+147
+0.9% +$8.28K 0.09% 103
2023
Q4 		$892K Buy
16,221
+162
+1% +$8.73K 0.1% 104
2023
Q3 		$860K Buy
16,059
+138
+0.9% +$7.6K 0.11% 94
2023
Q2 		$881K Buy
15,921
+10,921
+218% +$596K 0.11% 94
2023
Q1 		$273K Buy
+5,000
New +$271K 0.04% 192

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 $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardiff Park Advisors's JEPI Position: Q1 2026 in Review

Cardiff Park Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.88% in Q1 2026, buying an estimated $8.32K and bringing the position to 16,404 shares worth $930K. The position accounts for 0.07% of the portfolio, ranked #125.

Cardiff Park Advisors first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Cardiff Park Advisors held 16,404 shares of JPMorgan Equity Premium Income ETF worth $930K as of Q1 2026.
  • Cardiff Park Advisors bought 143 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $8.32K.
  • JPMorgan Equity Premium Income ETF made up 0.07% of Cardiff Park Advisors's portfolio in Q1 2026, its #125 holding.
  • Cardiff Park Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Cardiff Park Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.07M in Q3 2025.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.