Fortress Financial Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Fortress Financial Solutions’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	$3.34M	Buy	58,987 +3,542	+6%	+$206K	3.49%	9
2025 Q4	$3.17M	Buy	55,445 +6,105	+12%	+$349K	3.25%	9
2025 Q3	$2.82M	Sell	49,340 -7,276	-13%	-$413K	3.07%	10
2025 Q2	$3.22M	Buy	56,616 +4,104	+8%	+$227K	4.04%	9
2025 Q1	$3M	Buy	52,512 +2,613	+5%	+$152K	4.34%	9
2024 Q4	$2.87M	Buy	+49,899	New	+$2.96M	4.09%	7

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

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

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

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

Fortress Financial Solutions's JEPI Position: Q1 2026 in Review

Fortress Financial Solutions increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.4% in Q1 2026, buying an estimated $206K and bringing the position to 58,987 shares worth $3.34M. The position accounts for 3.49% of the portfolio, ranked #9.

Fortress Financial Solutions first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Fortress Financial Solutions held 58,987 shares of JPMorgan Equity Premium Income ETF worth $3.34M as of Q1 2026.
Fortress Financial Solutions bought 3,542 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $206K.
JPMorgan Equity Premium Income ETF made up 3.49% of Fortress Financial Solutions's portfolio in Q1 2026, its #9 holding.
Fortress Financial Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Fortress Financial Solutions's 13F filing for Q1 2026, filed 4 May 2026.