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

Fortitude Advisory 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
2025 Q2	–	Sell	-3,851	Closed	-$206K	–	220
2025 Q1	$206K	Hold	3,851	–	–	0.15%	171
2024 Q4	$222K	Hold	3,851	–	–	0.13%	166
2024 Q3	$229K	Sell	3,851 -764	-17%	-$43.9K	0.14%	166
2024 Q2	$262K	Sell	4,615 -4,786	-51%	-$271K	0.16%	141
2024 Q1	$544K	Buy	9,401 +5,329	+131%	+$300K	0.31%	73
2023 Q4	$224K	Sell	4,072 -185	-4%	-$9.97K	0.14%	174
2023 Q3	$228K	Hold	4,257	–	–	0.15%	154
2023 Q2	$236K	Buy	+4,257	New	+$232K	0.17%	157

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

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

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

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

NFA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fortitude Advisory Group's JEPI Position: Q2 2025 in Review

Fortitude Advisory Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 3,851 shares — an estimated $206K sold.

Fortitude Advisory Group first reported a position in JEPI in Q2 2023 and held it in 8 quarters. The position peaked at $544K in Q1 2024. 1,286 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Fortitude Advisory Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
Fortitude Advisory Group sold 3,851 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $206K.
Fortitude Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 8 quarters.
Fortitude Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $544K in Q1 2024.
1,286 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Fortitude Advisory Group's 13F filing for Q2 2025, filed 22 Jul 2025.