FG
JEPI icon

Fiduciary Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Fiduciary Group’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 		$889K Buy
15,678
+271
+2% +$15.8K 0.08% 167
2025
Q4 		$882K Buy
15,407
+1,439
+10% +$82.2K 0.07% 168
2025
Q3 		$798K Buy
13,968
+1,936
+16% +$110K 0.07% 175
2025
Q2 		$684K Buy
12,032
+1,110
+10% +$61.5K 0.06% 177
2025
Q1 		$624K Buy
10,922
+5,572
+104% +$325K 0.06% 177
2024
Q4 		$308K Buy
+5,350
New +$318K 0.03% 232

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 $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fiduciary Group's JEPI Position: Q1 2026 in Review

Fiduciary Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q1 2026, buying an estimated $15.8K and bringing the position to 15,678 shares worth $889K. The position accounts for 0.08% of the portfolio, ranked #167.

Fiduciary Group first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Fiduciary Group held 15,678 shares of JPMorgan Equity Premium Income ETF worth $889K as of Q1 2026.
  • Fiduciary Group bought 271 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $15.8K.
  • JPMorgan Equity Premium Income ETF made up 0.08% of Fiduciary Group's portfolio in Q1 2026, its #167 holding.
  • Fiduciary Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.