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Elevate Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Elevate Capital 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
2026
Q1 		– Sell
-6,123
Closed -$351K – 79
2025
Q4 		$351K Buy
6,123
+21
+0.3% +$1.2K 0.23% 70
2025
Q3 		$348K Buy
+6,102
New +$347K 0.24% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elevate Capital Advisors's JEPI Position: Q1 2026 in Review

Elevate Capital Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 6,123 shares — an estimated $351K sold.

Elevate Capital Advisors first reported a position in JEPI in Q3 2025 and held it in 2 quarters. The position peaked at $351K in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Elevate Capital Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Elevate Capital Advisors sold 6,123 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $351K.
  • Elevate Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and held it in 2 quarters.
  • Elevate Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $351K in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Elevate Capital Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.