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

Consultiva 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
Q3 		– Sell
-350
Closed -$19.9K – 265
2025
Q2 		$19.9K Hold
350
– – 0.06% 167
2025
Q1 		$20K Buy
+350
New +$20.4K 0.07% 157

Other funds holding JEPI

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Consultiva Wealth Management's JEPI Position: Q3 2025 in Review

Consultiva Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 350 shares — an estimated $19.9K sold.

Consultiva Wealth Management first reported a position in JEPI in Q1 2025 and held it in 2 quarters. The position peaked at $20K in Q1 2025. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

  • Consultiva Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
  • Consultiva Wealth Management sold 350 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $19.9K.
  • Consultiva Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 2 quarters.
  • Consultiva Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $20K in Q1 2025.
  • 1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Consultiva Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.