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

Endowment 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
2026
Q1 		$546K Buy
9,631
+246
+3% +$14.3K 0.24% 76
2025
Q4 		$537K Buy
9,385
+274
+3% +$15.6K 0.25% 81
2025
Q3 		$520K Buy
9,111
+1,834
+25% +$104K 0.24% 81
2025
Q2 		$414K Buy
7,277
+769
+12% +$42.6K 0.21% 86
2025
Q1 		$372K Buy
6,508
+349
+6% +$20.3K 0.24% 84
2024
Q4 		$354K Buy
6,159
+356
+6% +$21.1K 0.24% 87
2024
Q3 		$345K Sell
5,803
-392
-6% -$22.6K 0.23% 90
2024
Q2 		$351K Sell
6,195
-195
-3% -$11K 0.26% 79
2024
Q1 		$370K Sell
6,390
-394
-6% -$22.2K 0.28% 79
2023
Q4 		$373K Sell
6,784
-705
-9% -$38K 0.31% 72
2023
Q3 		$401K Sell
7,489
-605
-7% -$33.3K 0.36% 70
2023
Q2 		$448K Buy
8,094
+281
+4% +$15.3K 0.41% 63
2023
Q1 		$427K Buy
+7,813
New +$424K 0.43% 63

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

Endowment Wealth Management's JEPI Position: Q1 2026 in Review

Endowment Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.6% in Q1 2026, buying an estimated $14.3K and bringing the position to 9,631 shares worth $546K. The position accounts for 0.24% of the portfolio, ranked #76.

Endowment Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Endowment Wealth Management held 9,631 shares of JPMorgan Equity Premium Income ETF worth $546K as of Q1 2026.
  • Endowment Wealth Management bought 246 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $14.3K.
  • JPMorgan Equity Premium Income ETF made up 0.24% of Endowment Wealth Management's portfolio in Q1 2026, its #76 holding.
  • Endowment Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.