EFA
JEPI icon

Edge Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Edge Financial Advisors’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
Q4 		$1.67M Buy
29,109
+16,502
+131% +$942K 0.7% 28
2025
Q3 		$720K Buy
+12,607
New +$716K 0.32% 64

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Edge Financial Advisors's JEPI Position: Q4 2025 in Review

Edge Financial Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 131% in Q4 2025, buying an estimated $942K and bringing the position to 29,109 shares worth $1.67M. The position accounts for 0.7% of the portfolio, ranked #28.

Edge Financial Advisors first reported a position in JEPI in Q3 2025 and has held it in 2 quarters since. 1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

  • Edge Financial Advisors held 29,109 shares of JPMorgan Equity Premium Income ETF worth $1.67M as of Q4 2025.
  • Edge Financial Advisors bought 16,502 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $942K.
  • JPMorgan Equity Premium Income ETF made up 0.7% of Edge Financial Advisors's portfolio in Q4 2025, its #28 holding.
  • Edge Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.