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

Cornerstone 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
2026 Q1	$815K	Sell	14,167 -91,782	-87%	-$5.34M	0.05%	178
2025 Q4	$6.06M	Buy	105,949 +5,767	+6%	+$329K	0.41%	71
2025 Q3	$5.72M	Buy	100,182 +1,125	+1%	+$63.9K	0.39%	71
2025 Q2	$5.63M	Sell	99,057 -2,148	-2%	-$119K	0.42%	70
2025 Q1	$5.78M	Buy	101,205 +24,783	+32%	+$1.44M	0.48%	63
2024 Q4	$4.4M	Buy	76,422 +1,313	+2%	+$78K	0.36%	78
2024 Q3	$4.47M	Buy	75,109 +1,235	+2%	+$71K	0.37%	75
2024 Q2	$4.19M	Buy	73,874 +1,631	+2%	+$92.3K	0.37%	68
2024 Q1	$4.18M	Buy	72,243 +2,266	+3%	+$128K	0.38%	66
2023 Q4	$3.85M	Sell	69,977 -7,186	-9%	-$387K	0.55%	54
2023 Q3	$4.13M	Buy	77,163 +734	+1%	+$40.4K	0.73%	40
2023 Q2	$4.23M	Buy	76,429 +3,068	+4%	+$168K	0.77%	43
2023 Q1	$4.01M	Buy	73,361 +13,619	+23%	+$739K	0.71%	49
2022 Q4	$3.26M	Buy	+59,742	New	+$3.24M	0.62%	57

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Cornerstone Wealth Group's JEPI Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 87% in Q1 2026, selling an estimated $5.34M and leaving 14,167 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #178.

Cornerstone Wealth Group first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.06M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Cornerstone Wealth Group held 14,167 shares of JPMorgan Equity Premium Income ETF worth $815K as of Q1 2026.
Cornerstone Wealth Group sold 91,782 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $5.34M.
JPMorgan Equity Premium Income ETF made up 0.05% of Cornerstone Wealth Group's portfolio in Q1 2026, its #178 holding.
Cornerstone Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $6.06M in Q4 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.