First Foundation Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

First Foundation 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	$89.3M	Buy	1,576,054 +64,995	+4%	+$3.78M	3.6%	5
2025 Q4	$86.5M	Buy	1,511,059 +17,778	+1%	+$1.02M	3.26%	5
2025 Q3	$85.3M	Buy	1,493,281 +62,517	+4%	+$3.55M	3.15%	5
2025 Q2	$81.3M	Sell	1,430,764 -72,105	-5%	-$3.99M	3.01%	6
2025 Q1	$85.9M	Sell	1,502,869 -93,533	-6%	-$5.45M	3.5%	4
2024 Q4	$91.8M	Buy	1,596,402 +151,673	+10%	+$9.01M	3.46%	5
2024 Q3	$86M	Buy	1,444,729 +34,902	+2%	+$2.01M	3.24%	5
2024 Q2	$79.9M	Buy	1,409,827 +206,732	+17%	+$11.7M	3.05%	5
2024 Q1	$69.6M	Buy	1,203,095 +576,068	+92%	+$32.5M	2.79%	5
2023 Q4	$34.5M	Buy	627,027 +10,230	+2%	+$552K	1.57%	11
2023 Q3	$33M	Buy	616,797 +276,953	+81%	+$15.3M	1.54%	10
2023 Q2	$18.8M	Buy	339,844 +51,475	+18%	+$2.81M	0.81%	32
2023 Q1	$15.7M	Buy	288,369 +129,378	+81%	+$7.02M	0.72%	40
2022 Q4	$8.66M	Buy	158,991 +6,351	+4%	+$345K	0.41%	60
2022 Q3	$7.82M	Buy	152,640 +21,638	+17%	+$1.2M	0.38%	57
2022 Q2	$7.26M	Buy	131,002 +56,315	+75%	+$3.26M	0.32%	64
2022 Q1	$4.59M	Buy	74,687 +51,530	+223%	+$3.12M	0.17%	83
2021 Q4	$1.46M	Buy	23,157 +14,981	+183%	+$923K	0.05%	174
2021 Q3	$487K	Buy	8,176 +3,439	+73%	+$212K	0.02%	277
2021 Q2	$287K	Buy	+4,737	New	+$281K	0.01%	370

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 $2.42B AUM 17.68% 1-Year Est. Return

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

First Foundation Advisors's JEPI Position: Q1 2026 in Review

First Foundation Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.3% in Q1 2026, buying an estimated $3.78M and bringing the position to 1,576,054 shares worth $89.3M. The position accounts for 3.6% of the portfolio, ranked #5.

First Foundation Advisors first reported a position in JEPI in Q2 2021 and has held it in 20 quarters since. The position peaked at $91.8M in Q4 2024. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

First Foundation Advisors held 1,576,054 shares of JPMorgan Equity Premium Income ETF worth $89.3M as of Q1 2026.
First Foundation Advisors bought 64,995 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $3.78M.
JPMorgan Equity Premium Income ETF made up 3.6% of First Foundation Advisors's portfolio in Q1 2026, its #5 holding.
First Foundation Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 20 quarters since.
First Foundation Advisors's JPMorgan Equity Premium Income ETF position peaked at $91.8M in Q4 2024.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.