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

Chronos 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 Q1	–	Sell	-23,415	Closed	-$1.35M	–	38
2024 Q4	$1.35M	Sell	23,415 -136	-0.6%	-$8.07K	0.69%	24
2024 Q3	$1.4M	Sell	23,551 -135	-0.6%	-$7.77K	0.73%	23
2024 Q2	$1.34M	Sell	23,686 -1,188	-5%	-$67.2K	0.75%	23
2024 Q1	$1.44M	Sell	24,874 -922	-4%	-$51.9K	0.84%	23
2023 Q4	$1.42M	Buy	25,796 +603	+2%	+$32.5K	0.9%	23
2023 Q3	$1.35M	Buy	25,193 +550	+2%	+$30.3K	0.94%	23
2023 Q2	$1.36M	Buy	+24,643	New	+$1.35M	0.94%	23

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Chronos Wealth Management's JEPI Position: Q1 2025 in Review

Chronos Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 23,415 shares — an estimated $1.35M sold.

Chronos Wealth Management first reported a position in JEPI in Q2 2023 and held it in 7 quarters. The position peaked at $1.44M in Q1 2024. 1,267 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

Chronos Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
Chronos Wealth Management sold 23,415 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $1.35M.
Chronos Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 7 quarters.
Chronos Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.44M in Q1 2024.
1,267 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Chronos Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.