Cetera Investment Advisers
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Cetera Investment Advisers’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cetera Investment Advisers’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 		$345M Buy
6,083,774
+553,011
+10% +$32.2M 0.37% 48
2025
Q4 		$317M Buy
5,530,763
+370,330
+7% +$21.1M 0.35% 46
2025
Q3 		$295M Buy
5,160,433
+1,465,565
+40% +$83.2M 0.34% 46
2025
Q2 		$210M Sell
3,694,868
-170,552
-4% -$9.45M 0.35% 47
2025
Q1 		$221M Buy
3,865,420
+241,170
+7% +$14.1M 0.43% 36
2024
Q4 		$209M Sell
3,624,250
-224,897
-6% -$13.4M 0.44% 35
2024
Q3 		$229M Sell
3,849,147
-338,865
-8% -$19.5M 0.5% 26
2024
Q2 		$237M Buy
4,188,012
+52,301
+1% +$2.96M 0.55% 24
2024
Q1 		$239M Buy
4,135,711
+3,318,702
+406% +$187M 0.56% 22
2023
Q4 		$44.9M Buy
817,009
+191,660
+31% +$10.3M 0.36% 43
2023
Q3 		$33.5M Buy
625,349
+71,558
+13% +$3.94M 0.29% 62
2023
Q2 		$30.6M Sell
553,791
-22,743
-4% -$1.24M 0.26% 68
2023
Q1 		$31.5M Buy
576,534
+119,565
+26% +$6.49M 0.28% 64
2022
Q4 		$24.9M Buy
456,969
+258,422
+130% +$14M 0.23% 82
2022
Q3 		$10.2M Buy
198,547
+32,299
+19% +$1.8M 0.2% 109
2022
Q2 		$9.22M Buy
166,248
+150,523
+957% +$8.71M 0.15% 144
2022
Q1 		$965K Buy
15,725
+7,653
+95% +$463K 0.01% 834
2021
Q4 		$510K Buy
+8,072
New +$497K 0.01% 1171

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 $2.28B AUM 12.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers's JEPI Position: Q1 2026 in Review

Cetera Investment Advisers increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 10% in Q1 2026, buying an estimated $32.2M and bringing the position to 6,083,774 shares worth $345M. The position accounts for 0.37% of the portfolio, ranked #48.

Cetera Investment Advisers first reported a position in JEPI in Q4 2021 and has held it in 18 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Cetera Investment Advisers held 6,083,774 shares of JPMorgan Equity Premium Income ETF worth $345M as of Q1 2026.
  • Cetera Investment Advisers bought 553,011 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $32.2M.
  • JPMorgan Equity Premium Income ETF made up 0.37% of Cetera Investment Advisers's portfolio in Q1 2026, its #48 holding.
  • Cetera Investment Advisers first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.