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

EPG 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 		$356K Buy
6,283
+217
+4% +$12.6K 0.1% 155
2025
Q4 		$347K Buy
6,066
+209
+4% +$11.9K 0.09% 155
2025
Q3 		$334K Buy
5,857
+331
+6% +$18.8K 0.09% 157
2025
Q2 		$314K Sell
5,526
-1,659
-23% -$91.9K 0.09% 157
2025
Q1 		$411K Sell
7,185
-2,029
-22% -$118K 0.11% 173
2024
Q4 		$530K Sell
9,214
-1,218
-12% -$72.3K 0.14% 154
2024
Q3 		$621K Buy
+10,432
New +$600K 0.16% 146
2024
Q2 		– Sell
-23,489
Closed -$1.33M – 153
2024
Q1 		$1.36M Buy
23,489
+36
+0.2% +$2.03K 0.33% 80
2023
Q4 		$1.31M Buy
23,453
+1,301
+6% +$70.1K 0.34% 76
2023
Q3 		$1.19M Buy
22,152
+556
+3% +$30.6K 0.36% 72
2023
Q2 		$1.19M Buy
21,596
+8,486
+65% +$463K 0.35% 74
2023
Q1 		$716K Buy
13,110
+151
+1% +$8.19K 0.23% 104
2022
Q4 		$706K Buy
12,959
+5,177
+67% +$281K 0.27% 87
2022
Q3 		$399K Buy
7,782
+1,077
+16% +$59.9K 0.16% 123
2022
Q2 		$372K Buy
6,705
+713
+12% +$41.3K 0.16% 136
2022
Q1 		$368K Buy
5,992
+3,904
+187% +$236K 0.13% 149
2021
Q4 		$132K Buy
2,088
+503
+32% +$31K 0.05% 245
2021
Q3 		$94K Buy
+1,585
New +$97.5K 0.04% 242

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

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

EPG Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.6% in Q1 2026, buying an estimated $12.6K and bringing the position to 6,283 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #155.

EPG Wealth Management first reported a position in JEPI in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.36M in Q1 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • EPG Wealth Management held 6,283 shares of JPMorgan Equity Premium Income ETF worth $356K as of Q1 2026.
  • EPG Wealth Management bought 217 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $12.6K.
  • JPMorgan Equity Premium Income ETF made up 0.1% of EPG Wealth Management's portfolio in Q1 2026, its #155 holding.
  • EPG Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 18 quarters since.
  • EPG Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.36M in Q1 2024.
  • 1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.