Future Financial Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Future Financial Wealth Management’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 Q4	–	Sell	-1,682	Closed	-$96.1K	–	272
2025 Q3	$96.1K	Buy	1,682 +682	+68%	+$38.7K	0.06%	175
2025 Q2	$56.9K	Sell	1,000 -9,773	-91%	-$541K	0.04%	226
2025 Q1	$616K	Buy	10,773 +114	+1%	+$6.64K	0.45%	48
2024 Q4	$613K	Sell	10,659 -57	-0.5%	-$3.38K	0.45%	46
2024 Q3	$638K	Buy	10,716 +498	+5%	+$28.6K	0.46%	45
2024 Q2	$579K	Buy	10,218 +5,415	+113%	+$306K	0.51%	47
2024 Q1	$278K	Buy	+4,803	New	+$271K	0.21%	85

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

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

NFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Future Financial Wealth Management's JEPI Position: Q4 2025 in Review

Future Financial Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025, closing a stake of 1,682 shares — an estimated $96.1K sold.

Future Financial Wealth Management first reported a position in JEPI in Q1 2024 and held it in 7 quarters. The position peaked at $638K in Q3 2024. 1,388 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Future Financial Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Future Financial Wealth Management sold 1,682 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $96.1K.
Future Financial Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and held it in 7 quarters.
Future Financial Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $638K in Q3 2024.
1,388 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.