Financial Gravity Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Financial Gravity Asset 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	$579K	Buy	10,213 +9,694	+1,868%	+$564K	0.1%	95
2025 Q4	$29.7K	Sell	519 -1,113	-68%	-$63.6K	0.01%	310
2025 Q3	$93.2K	Buy	+1,632	New	+$92.7K	0.02%	230
2025 Q1	$199K	Buy	+3,487	New	+$203K	0.04%	151
2024 Q2	$382K	Buy	+6,735	New	+$381K	0.1%	90

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Asset Management's JEPI Position: Q1 2026 in Review

Financial Gravity Asset Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1,868% in Q1 2026, buying an estimated $564K and bringing the position to 10,213 shares worth $579K. The position accounts for 0.1% of the portfolio, ranked #95.

Financial Gravity Asset Management first reported a position in JEPI in Q2 2024 and has held it in 5 quarters since. 1,413 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Financial Gravity Asset Management held 10,213 shares of JPMorgan Equity Premium Income ETF worth $579K as of Q1 2026.
Financial Gravity Asset Management bought 9,694 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $564K.
JPMorgan Equity Premium Income ETF made up 0.1% of Financial Gravity Asset Management's portfolio in Q1 2026, its #95 holding.
Financial Gravity Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 5 quarters since.
1,413 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.