Fortitude Family Office’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Fortitude Family Office’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	-641	Closed	-$36.4K	–	2063
2025 Q2	$36.4K	Hold	641	–	–	0.01%	289
2025 Q1	$36.6K	Hold	641	–	–	0.01%	274
2024 Q4	$36.9K	Hold	641	–	–	0.01%	322
2024 Q3	$38.1K	Sell	641 -10	-2%	-$575	0.02%	283
2024 Q2	$36.9K	Sell	651 -39	-6%	-$2.21K	0.02%	213
2024 Q1	$39.9K	Sell	690 -503	-42%	-$28.3K	0.03%	183
2023 Q4	$65.6K	Buy	+1,193	New	+$64.3K	0.05%	134

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

Fortitude Family Office's JEPI Position: Q3 2025 in Review

Fortitude Family Office sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 641 shares — an estimated $36.4K sold.

Fortitude Family Office first reported a position in JEPI in Q4 2023 and held it in 7 quarters. The position peaked at $65.6K in Q4 2023. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Fortitude Family Office reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Fortitude Family Office sold 641 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $36.4K.
Fortitude Family Office first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 7 quarters.
Fortitude Family Office's JPMorgan Equity Premium Income ETF position peaked at $65.6K in Q4 2023.
1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Fortitude Family Office's 13F filing for Q3 2025, filed 17 Oct 2025.