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

Evolution Wealth 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	$494K	Sell	8,715 -2,000	-19%	-$116K	0.05%	112
2025 Q4	$613K	Sell	10,715 -7,942	-43%	-$453K	0.06%	94
2025 Q3	$1.07M	Sell	18,657 -1,920	-9%	-$109K	0.14%	73
2025 Q2	$1.17M	Sell	20,577 -37,881	-65%	-$2.1M	0.17%	66
2025 Q1	$3.34M	Sell	58,458 -4,710	-7%	-$274K	0.56%	36
2024 Q4	$3.63M	Buy	63,168 +8,631	+16%	+$512K	0.61%	30
2024 Q3	$3.25M	Sell	54,537 -3,243	-6%	-$187K	0.58%	36
2024 Q2	$3.27M	Buy	57,780 +4,584	+9%	+$259K	0.64%	33
2024 Q1	$3.08M	Sell	53,196 -13,031	-20%	-$734K	0.59%	34
2023 Q4	$3.64M	Sell	66,227 -2,303	-3%	-$124K	0.73%	32
2023 Q3	$3.67M	Sell	68,530 -1,290	-2%	-$71.1K	0.82%	33
2023 Q2	$3.86M	Buy	69,820 +2,030	+3%	+$111K	0.85%	30
2023 Q1	$3.7M	Buy	67,790 +1,755	+3%	+$95.2K	0.89%	30
2022 Q4	$3.6M	Buy	+66,035	New	+$3.59M	0.91%	32

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

Evolution Wealth Advisors's JEPI Position: Q1 2026 in Review

Evolution Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 19% in Q1 2026, selling an estimated $116K and leaving 8,715 shares worth $494K. The position accounts for 0.05% of the portfolio, ranked #112.

Evolution Wealth Advisors first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.86M in Q2 2023. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Evolution Wealth Advisors held 8,715 shares of JPMorgan Equity Premium Income ETF worth $494K as of Q1 2026.
Evolution Wealth Advisors sold 2,000 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $116K.
JPMorgan Equity Premium Income ETF made up 0.05% of Evolution Wealth Advisors's portfolio in Q1 2026, its #112 holding.
Evolution Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
Evolution Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.86M in Q2 2023.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

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