EWG Elevate’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

EWG Elevate’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 Q3	$4.95M	Buy	86,768 +2,926	+3%	+$166K	1.55%	20
2025 Q2	$4.77M	Buy	83,842 +38,474	+85%	+$2.13M	1.47%	17
2025 Q1	$2.59M	Buy	45,368 +3,897	+9%	+$227K	0.97%	32
2024 Q4	$2.39M	Buy	41,471 +1,737	+4%	+$103K	0.73%	41
2024 Q3	$2.36M	Sell	39,734 -1,209	-3%	-$69.5K	0.95%	29
2024 Q2	$2.32M	Sell	40,943 -10,168	-20%	-$575K	0.85%	36
2024 Q1	$2.96M	Buy	51,111 +3,586	+8%	+$202K	1.13%	31
2023 Q4	$2.61M	Sell	47,525 -5,576	-11%	-$301K	1.08%	31
2023 Q3	$2.84M	Sell	53,101 -920	-2%	-$50.7K	1.29%	29
2023 Q2	$2.99M	Buy	54,021 +327	+0.6%	+$17.9K	1.24%	30
2023 Q1	$2.93M	Buy	+53,694	New	+$2.91M	1.25%	30

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

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

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EWG Elevate's JEPI Position: Q3 2025 in Review

EWG Elevate increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.5% in Q3 2025, buying an estimated $166K and bringing the position to 86,768 shares worth $4.95M. The position accounts for 1.55% of the portfolio, ranked #20.

EWG Elevate first reported a position in JEPI in Q1 2023 and has held it in 11 quarters since. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

EWG Elevate held 86,768 shares of JPMorgan Equity Premium Income ETF worth $4.95M as of Q3 2025.
EWG Elevate bought 2,926 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $166K.
JPMorgan Equity Premium Income ETF made up 1.55% of EWG Elevate's portfolio in Q3 2025, its #20 holding.
EWG Elevate first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 11 quarters since.
1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.