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

Diversify 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
2026 Q1	$5.57M	Buy	97,447 +35,813	+58%	+$2.08M	0.1%	196
2025 Q4	$3.59M	Buy	61,634 +8,857	+17%	+$506K	0.17%	157
2025 Q3	$2.98M	Buy	52,777 +767	+1%	+$43.6K	0.17%	151
2025 Q2	$2.93M	Buy	52,010 +5,188	+11%	+$287K	0.18%	149
2025 Q1	$2.59M	Buy	46,822 +13,263	+40%	+$773K	0.19%	144
2024 Q4	$1.91M	Buy	33,559 +7,033	+27%	+$418K	0.15%	161
2024 Q3	$1.58M	Buy	26,526 +11,712	+79%	+$674K	0.15%	154
2024 Q2	$815K	Buy	+14,814	New	+$838K	0.1%	190

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

Diversify Wealth Management's JEPI Position: Q1 2026 in Review

Diversify Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 58% in Q1 2026, buying an estimated $2.08M and bringing the position to 97,447 shares worth $5.57M. The position accounts for 0.1% of the portfolio, ranked #196.

Diversify Wealth Management first reported a position in JEPI in Q2 2024 and has held it in 8 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Diversify Wealth Management held 97,447 shares of JPMorgan Equity Premium Income ETF worth $5.57M as of Q1 2026.
Diversify Wealth Management bought 35,813 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $2.08M.
JPMorgan Equity Premium Income ETF made up 0.1% of Diversify Wealth Management's portfolio in Q1 2026, its #196 holding.
Diversify Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.