Edgestream Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Edgestream Partners’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	$209K	Sell	3,686 -20,304	-85%	-$1.18M	0.01%	849
2025 Q4	$1.37M	Buy	23,990 +15,588	+186%	+$890K	0.04%	623
2025 Q3	$480K	Buy	+8,402	New	+$477K	0.01%	736
2024 Q3	–	Sell	-6,617	Closed	-$375K	–	965
2024 Q2	$375K	Buy	+6,617	New	+$374K	0.02%	710

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

Edgestream Partners's JEPI Position: Q1 2026 in Review

Edgestream Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 85% in Q1 2026, selling an estimated $1.18M and leaving 3,686 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #849.

Edgestream Partners first reported a position in JEPI in Q2 2024 and has held it in 4 quarters since. The position peaked at $1.37M in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Edgestream Partners held 3,686 shares of JPMorgan Equity Premium Income ETF worth $209K as of Q1 2026.
Edgestream Partners sold 20,304 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $1.18M.
JPMorgan Equity Premium Income ETF made up 0.01% of Edgestream Partners's portfolio in Q1 2026, its #849 holding.
Edgestream Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 4 quarters since.
Edgestream Partners's JPMorgan Equity Premium Income ETF position peaked at $1.37M in Q4 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.