Econ Financial Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Econ Financial Services’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 Q1	–	Sell	-29,966	Closed	-$1.72M	–	92
2024 Q4	$1.72M	Buy	29,966 +8,485	+40%	+$504K	0.99%	34
2024 Q3	$1.28M	Buy	21,481 +1,038	+5%	+$59.7K	0.72%	36
2024 Q2	$1.16M	Buy	20,443 +657	+3%	+$37.2K	0.72%	49
2024 Q1	$1.14M	Buy	+19,786	New	+$1.11M	0.71%	48
2022 Q3	–	Sell	-10,473	Closed	-$581K	–	90
2022 Q2	$581K	Buy	+10,473	New	+$606K	0.47%	50

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Econ Financial Services's JEPI Position: Q1 2025 in Review

Econ Financial Services sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 29,966 shares — an estimated $1.72M sold.

Econ Financial Services first reported a position in JEPI in Q2 2022 and held it in 5 quarters. The position peaked at $1.72M in Q4 2024. 1,263 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

Econ Financial Services reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
Econ Financial Services sold 29,966 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $1.72M.
Econ Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and held it in 5 quarters.
Econ Financial Services's JPMorgan Equity Premium Income ETF position peaked at $1.72M in Q4 2024.
1,263 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Econ Financial Services's 13F filing for Q1 2025, filed 23 Apr 2025.