Fort Point Capital Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Fort Point Capital Partners’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	–	Sell	-11,051	Closed	-$628K	–	269
2025 Q2	$628K	Buy	11,051 +1,934	+21%	+$107K	0.05%	197
2025 Q1	$521K	Buy	9,117 +2,273	+33%	+$132K	0.06%	196
2024 Q4	$394K	Buy	6,844 +882	+15%	+$52.4K	0.04%	227
2024 Q3	$355K	Buy	5,962 +852	+17%	+$49K	0.04%	219
2024 Q2	$290K	Buy	5,110 +31	+0.6%	+$1.75K	0.04%	262
2024 Q1	$294K	Buy	+5,079	New	+$286K	0.04%	262

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

Fort Point Capital Partners's JEPI Position: Q3 2025 in Review

Fort Point Capital Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 11,051 shares — an estimated $628K sold.

Fort Point Capital Partners first reported a position in JEPI in Q1 2024 and held it in 6 quarters. The position peaked at $628K in Q2 2025. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Fort Point Capital Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Fort Point Capital Partners sold 11,051 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $628K.
Fort Point Capital Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and held it in 6 quarters.
Fort Point Capital Partners's JPMorgan Equity Premium Income ETF position peaked at $628K in Q2 2025.
1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Fort Point Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.