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

Empirical Wealth 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
2025 Q2	–	Sell	-3,612	Closed	-$206K	–	715
2025 Q1	$206K	Sell	3,612 -734	-17%	-$42.8K	0.01%	603
2024 Q4	$250K	Buy	+4,346	New	+$258K	0.01%	538
2023 Q3	–	Sell	-3,991	Closed	-$221K	–	484
2023 Q2	$221K	Buy	+3,991	New	+$218K	0.01%	430

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 22.96% 1-Year Est. Return

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Empirical Wealth Management's JEPI Position: Q2 2025 in Review

Empirical Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 3,612 shares — an estimated $206K sold.

Empirical Wealth Management first reported a position in JEPI in Q2 2023 and held it in 3 quarters. The position peaked at $250K in Q4 2024. 1,286 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Empirical Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Empirical Wealth Management sold 3,612 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $206K.
Empirical Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 3 quarters.
Empirical Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $250K in Q4 2024.
1,286 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Empirical Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.