Creekmur Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Creekmur Asset 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	$378	Buy	7 +1	+17%	+$57	﹤0.01%	681
2025 Q2	$368	Hold	6	–	–	﹤0.01%	693
2025 Q1	$361	Hold	6	–	–	﹤0.01%	650
2024 Q4	$369	Sell	6 -1	-14%	-$59	﹤0.01%	754
2024 Q3	$403	Sell	7 -43	-86%	-$2.47K	﹤0.01%	818
2024 Q2	$2.82K	Sell	50 -1,799	-97%	-$102K	﹤0.01%	658
2024 Q1	$107K	Sell	1,849 -2,888	-61%	-$163K	0.04%	163
2023 Q4	$260K	Buy	+4,737	New	+$255K	0.08%	114

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Creekmur Asset Management's JEPI Position: Q3 2025 in Review

Creekmur Asset Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 17% in Q3 2025, buying an estimated $57 and bringing the position to 7 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Creekmur Asset Management first reported a position in JEPI in Q4 2023 and has held it in 8 quarters since. The position peaked at $260K in Q4 2023. 1,293 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Creekmur Asset Management held 7 shares of JPMorgan Equity Premium Income ETF worth $378 as of Q3 2025.
Creekmur Asset Management bought 1 JPMorgan Equity Premium Income ETF share in Q3 2025, an estimated $57.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #681 holding.
Creekmur Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's JPMorgan Equity Premium Income ETF position peaked at $260K in Q4 2023.
1,293 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.