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Centricity Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$55.4K Hold
974
– – 0.04% 159
2025
Q1 		$55.7K Hold
974
– – 0.05% 160
2024
Q4 		$56K Buy
+974
New +$57.8K 0.05% 154

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Centricity Wealth Management's JEPI Position: Q2 2025 in Review

Centricity Wealth Management held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2025 at 974 shares worth $55.4K. The position accounts for 0.04% of the portfolio, ranked #159.

Centricity Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 3 quarters since. The position peaked at $56K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

  • Centricity Wealth Management held 974 shares of JPMorgan Equity Premium Income ETF worth $55.4K as of Q2 2025.
  • Centricity Wealth Management left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2025.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Centricity Wealth Management's portfolio in Q2 2025, its #159 holding.
  • Centricity Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $56K in Q4 2024.
  • 1,286 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.