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Certuity’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Certuity’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
-3,506
Closed -$201K – 682
2025
Q4 		$201K Buy
+3,506
New +$200K 0.01% 556
2025
Q3 		– Sell
-3,738
Closed -$212K – 562
2025
Q2 		$212K Buy
3,738
+39
+1% +$2.16K 0.02% 383
2025
Q1 		$211K Buy
3,699
+21
+0.6% +$1.22K 0.02% 363
2024
Q4 		$212K Buy
+3,678
New +$218K 0.02% 342

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Certuity's JEPI Position: Q1 2026 in Review

Certuity sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 3,506 shares — an estimated $201K sold.

Certuity first reported a position in JEPI in Q4 2024 and held it in 4 quarters. The position peaked at $212K in Q2 2025. 1,414 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Certuity reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Certuity sold 3,506 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $201K.
  • Certuity first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 4 quarters.
  • Certuity's JPMorgan Equity Premium Income ETF position peaked at $212K in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.