Empirical Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Empirical Asset 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	–	Sell	-62,333	Closed	-$214K	–	414
2025 Q4	$214K	Buy	62,333 +15	+0%	+$856	0.06%	310
2025 Q3	$213K	Buy	+62,318	New	+$3.54M	0.06%	332
2025 Q1	–	Sell	-14,571	Closed	-$166K	–	382
2024 Q4	$166K	Buy	14,571 +9,896	+212%	+$588K	0.06%	316
2024 Q3	$278K	Buy	4,675 +179	+4%	+$10.3K	0.1%	241
2024 Q2	$255K	Buy	+4,496	New	+$254K	0.1%	279
2024 Q1	–	Sell	-5,363	Closed	-$295K	–	289
2023 Q4	$295K	Buy	+5,363	New	+$289K	0.24%	138

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Empirical Asset Management's JEPI Position: Q1 2026 in Review

Empirical Asset Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 62,333 shares — an estimated $214K sold.

Empirical Asset Management first reported a position in JEPI in Q4 2023 and held it in 6 quarters. The position peaked at $295K in Q4 2023. 1,416 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Empirical Asset Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Empirical Asset Management sold 62,333 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $214K.
Empirical Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 6 quarters.
Empirical Asset Management's JPMorgan Equity Premium Income ETF position peaked at $295K in Q4 2023.
1,416 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.