EAM
JEPI icon

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