Ergawealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ergawealth Advisors’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	$3.52M	Sell	62,015 -12,895	-17%	-$750K	1.55%	11
2025 Q4	$4.29M	Sell	74,910 -108,196	-59%	-$6.18M	1.97%	10
2025 Q3	$10.5M	Sell	183,106 -84,843	-32%	-$4.82M	4.87%	7
2025 Q2	$15.2M	Sell	267,949 -15,164	-5%	-$840K	6.85%	4
2025 Q1	$16.2M	Sell	283,113 -14,763	-5%	-$860K	8.02%	3
2024 Q4	$17.1M	Sell	297,876 -8,973	-3%	-$533K	8.47%	3
2024 Q3	$18.3M	Sell	306,849 -36,591	-11%	-$2.1M	9.05%	3
2024 Q2	$19.5M	Sell	343,440 -84,767	-20%	-$4.79M	10.6%	1
2024 Q1	$24.8M	Sell	428,207 -63,564	-13%	-$3.58M	13.58%	1
2023 Q4	$27M	Sell	491,771 -109,640	-18%	-$5.91M	16.63%	1
2023 Q3	$32.2M	Sell	601,411 -12,862	-2%	-$709K	22.23%	1
2023 Q2	$34M	Buy	614,273 +123,751	+25%	+$6.76M	23.3%	1
2023 Q1	$26.8M	Buy	490,522 +96,434	+24%	+$5.23M	21.81%	1
2022 Q4	$21.5M	Buy	+394,088	New	+$21.4M	19.44%	1

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ergawealth Advisors's JEPI Position: Q1 2026 in Review

Ergawealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 17% in Q1 2026, selling an estimated $750K and leaving 62,015 shares worth $3.52M. The position accounts for 1.55% of the portfolio, ranked #11.

Ergawealth Advisors first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. The position peaked at $34M in Q2 2023. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Ergawealth Advisors held 62,015 shares of JPMorgan Equity Premium Income ETF worth $3.52M as of Q1 2026.
Ergawealth Advisors sold 12,895 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $750K.
JPMorgan Equity Premium Income ETF made up 1.55% of Ergawealth Advisors's portfolio in Q1 2026, its #11 holding.
Ergawealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
Ergawealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $34M in Q2 2023.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.