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

Darden 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	$637K	Buy	11,229 +4	+0%	+$233	0.32%	69
2025 Q4	$643K	Buy	11,225 +275	+3%	+$15.7K	0.31%	66
2025 Q3	$625K	Sell	10,950 -800	-7%	-$45.4K	0.33%	67
2025 Q2	$668K	Sell	11,750 -2,500	-18%	-$138K	0.4%	58
2025 Q1	$814K	Buy	14,250 +100	+0.7%	+$5.83K	0.63%	43
2024 Q4	$814K	Buy	14,150 +1,350	+11%	+$80.2K	0.55%	44
2024 Q3	$762K	Buy	12,800 +3,650	+40%	+$210K	0.55%	46
2024 Q2	$519K	Buy	9,150 +200	+2%	+$11.3K	0.31%	56
2024 Q1	$518K	Buy	8,950 +350	+4%	+$19.7K	0.41%	62
2023 Q4	$477K	Buy	+8,600	New	+$464K	0.46%	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 $2.42B AUM 17.68% 1-Year Est. Return

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

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

Darden Wealth Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.04% in Q1 2026, buying an estimated $233 and bringing the position to 11,229 shares worth $637K. The position accounts for 0.32% of the portfolio, ranked #69.

Darden Wealth Group first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $814K in Q1 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Darden Wealth Group held 11,229 shares of JPMorgan Equity Premium Income ETF worth $637K as of Q1 2026.
Darden Wealth Group bought 4 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $233.
JPMorgan Equity Premium Income ETF made up 0.32% of Darden Wealth Group's portfolio in Q1 2026, its #69 holding.
Darden Wealth Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's JPMorgan Equity Premium Income ETF position peaked at $814K in Q1 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.