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

Congress 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	$3.97M	Buy	69,793 +3,516	+5%	+$195K	0.04%	430
2025 Q1	$3.8M	Buy	66,277 +54,747	+475%	+$3.19M	0.05%	371
2024 Q4	$663K	Buy	11,530 +3,782	+49%	+$225K	0.01%	583
2024 Q3	$461K	Buy	+7,748	New	+$446K	0.01%	647
2024 Q2	–	Sell	-3,799	Closed	-$220K	–	725
2024 Q1	$220K	Sell	3,799 -89	-2%	-$5.01K	﹤0.01%	559
2023 Q4	$214K	Sell	3,888 -31,419	-89%	-$1.69M	﹤0.01%	587
2023 Q3	$1.89M	Buy	35,307 +983	+3%	+$54.2K	0.04%	310
2023 Q2	$1.9M	Sell	34,324 -20,043	-37%	-$1.09M	0.04%	267
2023 Q1	$2.97M	Buy	54,367 +10,270	+23%	+$557K	0.07%	235
2022 Q4	$2.4M	Sell	44,097 -101,999	-70%	-$5.54M	0.06%	245
2022 Q3	$7.49M	Buy	146,096 +85,796	+142%	+$4.77M	0.2%	151
2022 Q2	$3.34M	Buy	60,300 +2,845	+5%	+$165K	0.09%	229
2022 Q1	$3.53M	Buy	57,455 +52,865	+1,152%	+$3.2M	0.08%	247
2021 Q4	$290K	Buy	+4,590	New	+$283K	0.01%	543

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Congress Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.3% in Q2 2025, buying an estimated $195K and bringing the position to 69,793 shares worth $3.97M. The position accounts for 0.04% of the portfolio, ranked #430.

Congress Wealth Management first reported a position in JEPI in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.49M in Q3 2022. 1,286 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Congress Wealth Management held 69,793 shares of JPMorgan Equity Premium Income ETF worth $3.97M as of Q2 2025.
Congress Wealth Management bought 3,516 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $195K.
JPMorgan Equity Premium Income ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #430 holding.
Congress Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 14 quarters since.
Congress Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $7.49M in Q3 2022.
1,286 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.