Cypress Capital Management (Wyoming)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cypress Capital Management (Wyoming)’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	$862K	Sell	15,214 -1,046	-6%	-$60.9K	0.8%	36
2025 Q4	$938K	Sell	16,260 -7,803	-32%	-$446K	0.87%	34
2025 Q3	$1.37M	Sell	24,063 -1,230	-5%	-$69.9K	1.27%	26
2025 Q2	$1.44M	Sell	25,293 -993	-4%	-$55K	1.56%	20
2025 Q1	$1.5M	Sell	26,286 -523	-2%	-$30.5K	1.79%	19
2024 Q4	$1.55M	Sell	26,809 -2,477	-8%	-$147K	1.78%	16
2024 Q3	$1.74M	Sell	29,286 -298	-1%	-$17.1K	1.88%	15
2024 Q2	$1.68M	Sell	29,584 -1,589	-5%	-$89.9K	1.79%	16
2024 Q1	$1.8M	Sell	31,173 -205	-0.7%	-$11.5K	1.92%	18
2023 Q4	$1.74M	Sell	31,378 -2,774	-8%	-$150K	1.91%	15
2023 Q3	$1.83M	Sell	34,152 -451	-1%	-$24.9K	2.15%	14
2023 Q2	$1.91M	Sell	34,603 -4,660	-12%	-$254K	2.14%	15
2023 Q1	$2.14M	Sell	39,263 -985	-2%	-$53.4K	2.51%	13
2022 Q4	$2.22M	Sell	40,248 -878	-2%	-$47.7K	2.76%	12
2022 Q3	$2.11M	Sell	41,126 -1,557	-4%	-$86.7K	3%	12
2022 Q2	$2.37M	Sell	42,683 -2,437	-5%	-$141K	3.06%	10
2022 Q1	$2.77M	Sell	45,120 -2,161	-5%	-$131K	3.28%	8
2021 Q4	$3.01M	Buy	+47,281	New	+$2.91M	2.53%	8

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 $2.42B AUM 17.68% 1-Year Est. Return

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

Cypress Capital Management (Wyoming)'s JEPI Position: Q1 2026 in Review

Cypress Capital Management (Wyoming) reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.4% in Q1 2026, selling an estimated $60.9K and leaving 15,214 shares worth $862K. The position accounts for 0.8% of the portfolio, ranked #36.

Cypress Capital Management (Wyoming) first reported a position in JEPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.01M in Q4 2021. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Cypress Capital Management (Wyoming) held 15,214 shares of JPMorgan Equity Premium Income ETF worth $862K as of Q1 2026.
Cypress Capital Management (Wyoming) sold 1,046 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $60.9K.
JPMorgan Equity Premium Income ETF made up 0.8% of Cypress Capital Management (Wyoming)'s portfolio in Q1 2026, its #36 holding.
Cypress Capital Management (Wyoming) first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 18 quarters since.
Cypress Capital Management (Wyoming)'s JPMorgan Equity Premium Income ETF position peaked at $3.01M in Q4 2021.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2026, filed 8 May 2026.