CIBC Private Wealth Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

CIBC Private Wealth Group’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 Q4	$176M	Sell	3,079,471 -149,278	-5%	-$8.52M	0.3%	88
2025 Q3	$184M	Sell	3,228,749 -142,960	-4%	-$8.12M	0.32%	85
2025 Q2	$192M	Sell	3,371,709 -56,739	-2%	-$3.14M	0.34%	83
2025 Q1	$175M	Sell	3,428,448 -11,650	-0.3%	-$679K	0.37%	74
2024 Q4	$199M	Buy	3,440,098 +22,924	+0.7%	+$1.36M	0.36%	78
2024 Q3	$203M	Buy	3,417,174 +11,434	+0.3%	+$658K	0.36%	80
2024 Q2	$192M	Buy	3,405,740 +50,269	+1%	+$2.84M	0.36%	75
2024 Q1	$192M	Buy	3,355,471 +183,162	+6%	+$10.3M	0.38%	77
2023 Q4	$174M	Buy	3,172,309 +187,656	+6%	+$10.1M	0.37%	76
2023 Q3	$160M	Buy	2,984,653 +215,416	+8%	+$11.9M	0.38%	71
2023 Q2	$153M	Buy	2,769,237 +405,068	+17%	+$22.1M	0.34%	81
2023 Q1	$141M	Buy	2,364,169 +686,585	+41%	+$37.3M	0.31%	77
2022 Q4	$89.3M	Buy	1,677,584 +617,129	+58%	+$33.5M	0.3%	76
2022 Q3	$54.3M	Buy	+1,060,455	New	+$59M	0.15%	140

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIBC Private Wealth Group's JEPI Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.6% in Q4 2025, selling an estimated $8.52M and leaving 3,079,471 shares worth $176M. The position accounts for 0.3% of the portfolio, ranked #88.

CIBC Private Wealth Group first reported a position in JEPI in Q3 2022 and has held it in 14 quarters since. The position peaked at $203M in Q3 2024. 1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

CIBC Private Wealth Group held 3,079,471 shares of JPMorgan Equity Premium Income ETF worth $176M as of Q4 2025.
CIBC Private Wealth Group sold 149,278 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $8.52M.
JPMorgan Equity Premium Income ETF made up 0.3% of CIBC Private Wealth Group's portfolio in Q4 2025, its #88 holding.
CIBC Private Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 14 quarters since.
CIBC Private Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $203M in Q3 2024.
1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.