Frank Rimerman Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Frank Rimerman 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	$1.32M	Hold	23,248	–	–	0.09%	192
2025 Q4	$1.33M	Sell	23,248 -452	-2%	-$25.8K	0.08%	181
2025 Q3	$1.35M	Hold	23,700	–	–	0.09%	179
2025 Q2	$1.35M	Buy	23,700 +4,949	+26%	+$274K	0.09%	172
2025 Q1	$1.07M	Buy	18,751 +8,643	+86%	+$504K	0.08%	189
2024 Q4	$582K	Buy	+10,108	New	+$600K	0.04%	274

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

Frank Rimerman Advisors's JEPI Position: Q1 2026 in Review

Frank Rimerman Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 23,248 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #192.

Frank Rimerman Advisors first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Frank Rimerman Advisors held 23,248 shares of JPMorgan Equity Premium Income ETF worth $1.32M as of Q1 2026.
Frank Rimerman Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.09% of Frank Rimerman Advisors's portfolio in Q1 2026, its #192 holding.
Frank Rimerman Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Frank Rimerman Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.35M in Q3 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.