Cascade Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cascade Financial 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	$748K	Buy	13,191 +600	+5%	+$34.9K	0.08%	137
2025 Q4	$721K	Buy	12,591 +3,400	+37%	+$194K	0.07%	140
2025 Q3	$525K	Sell	9,191 -73	-0.8%	-$4.15K	0.06%	163
2025 Q2	$527K	Buy	9,264 +2	+0%	+$111	0.06%	161
2025 Q1	$529K	Buy	9,262 +1	+0%	+$58	0.07%	151
2024 Q4	$533K	Buy	9,261 +1	+0%	+$59	0.07%	137
2024 Q3	$552K	Buy	9,260 +2	+0%	+$115	0.07%	134
2024 Q2	$525K	Buy	9,258 +1	+0%	+$57	0.07%	133
2024 Q1	$520K	Buy	+9,257	New	+$522K	0.08%	131

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 $2.42B AUM 17.68% 1-Year Est. Return

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

Cascade Financial Partners's JEPI Position: Q1 2026 in Review

Cascade Financial Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.8% in Q1 2026, buying an estimated $34.9K and bringing the position to 13,191 shares worth $748K. The position accounts for 0.08% of the portfolio, ranked #137.

Cascade Financial Partners first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Cascade Financial Partners held 13,191 shares of JPMorgan Equity Premium Income ETF worth $748K as of Q1 2026.
Cascade Financial Partners bought 600 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $34.9K.
JPMorgan Equity Premium Income ETF made up 0.08% of Cascade Financial Partners's portfolio in Q1 2026, its #137 holding.
Cascade Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.