Godsey & Gibb Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Godsey & Gibb Inc’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	–	Sell	-3	Closed	-$151	–	421
2025 Q4	$151	Hold	3	–	–	﹤0.01%	430
2025 Q3	$148	Hold	3	–	–	﹤0.01%	366
2025 Q2	$144	Sell	3 -198	-99%	-$11K	﹤0.01%	346
2025 Q1	$11.5K	Sell	201 -1,128	-85%	-$65.7K	﹤0.01%	271
2024 Q4	$76.4K	Buy	+1,329	New	+$78.9K	0.01%	148
2024 Q3	–	Sell	-155	Closed	-$8.79K	–	447
2024 Q2	$8.79K	Hold	155	–	–	﹤0.01%	309
2024 Q1	$8.97K	Buy	+155	New	+$8.73K	﹤0.01%	278

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 22.9% 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

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

Godsey & Gibb Inc's JEPI Position: Q1 2026 in Review

Godsey & Gibb Inc sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 3 shares — an estimated $151 sold.

Godsey & Gibb Inc first reported a position in JEPI in Q1 2024 and held it in 7 quarters. The position peaked at $76.4K in Q4 2024. 1,416 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Godsey & Gibb Inc reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Godsey & Gibb Inc sold 3 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $151.
Godsey & Gibb Inc first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and held it in 7 quarters.
Godsey & Gibb Inc's JPMorgan Equity Premium Income ETF position peaked at $76.4K in Q4 2024.
1,416 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Godsey & Gibb Inc's 13F filing for Q1 2026, filed 20 Apr 2026.