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Financially in Tune’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Financially in Tune’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 		$8.06M Buy
142,234
+18,280
+15% +$1.06M 6.93% 4
2025
Q4 		$7.1M Buy
+123,954
New +$7.08M 6.62% 4

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financially in Tune's JEPI Position: Q1 2026 in Review

Financially in Tune increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q1 2026, buying an estimated $1.06M and bringing the position to 142,234 shares worth $8.06M. The position accounts for 6.93% of the portfolio, ranked #4.

Financially in Tune first reported a position in JEPI in Q4 2025 and has held it in 2 quarters since. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Financially in Tune held 142,234 shares of JPMorgan Equity Premium Income ETF worth $8.06M as of Q1 2026.
  • Financially in Tune bought 18,280 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $1.06M.
  • JPMorgan Equity Premium Income ETF made up 6.93% of Financially in Tune's portfolio in Q1 2026, its #4 holding.
  • Financially in Tune first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Financially in Tune's 13F filing for Q1 2026, filed 22 Apr 2026.