Forvis Mazars Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Forvis Mazars Wealth 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	$3.7M	Buy	65,273 +7,148	+12%	+$416K	0.07%	108
2025 Q4	$3.33M	Buy	58,125 +12,915	+29%	+$737K	0.06%	115
2025 Q3	$2.58M	Buy	45,210 +11,552	+34%	+$656K	0.05%	133
2025 Q2	$1.91M	Buy	33,658 +22,364	+198%	+$1.24M	0.04%	159
2025 Q1	$645K	Buy	+11,294	New	+$658K	0.02%	247

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 $2.28B AUM 12.16% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's JEPI Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q1 2026, buying an estimated $416K and bringing the position to 65,273 shares worth $3.7M. The position accounts for 0.07% of the portfolio, ranked #108.

Forvis Mazars Wealth Advisors first reported a position in JEPI in Q1 2025 and has held it in 5 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Forvis Mazars Wealth Advisors held 65,273 shares of JPMorgan Equity Premium Income ETF worth $3.7M as of Q1 2026.
Forvis Mazars Wealth Advisors bought 7,148 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $416K.
JPMorgan Equity Premium Income ETF made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #108 holding.
Forvis Mazars Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.