Grandview Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Grandview Asset 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
2026 Q1	$563K	Sell	9,937 -1,879	-16%	-$109K	0.16%	84
2025 Q4	$676K	Sell	11,816 -507	-4%	-$28.9K	0.19%	76
2025 Q3	$704K	Sell	12,323 -2,653	-18%	-$151K	0.2%	71
2025 Q2	$851K	Buy	14,976 +1,181	+9%	+$65.4K	0.27%	60
2025 Q1	$788K	Buy	13,795 +10	+0.1%	+$583	0.3%	57
2024 Q4	$793K	Buy	13,785 +5,655	+70%	+$336K	0.29%	58
2024 Q3	$484K	Buy	8,130 +1,858	+30%	+$107K	0.28%	40
2024 Q2	$356K	Buy	6,272 +1,590	+34%	+$89.9K	0.21%	44
2024 Q1	$271K	Buy	+4,682	New	+$264K	0.12%	98

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

Grandview Asset Management's JEPI Position: Q1 2026 in Review

Grandview Asset Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 16% in Q1 2026, selling an estimated $109K and leaving 9,937 shares worth $563K. The position accounts for 0.16% of the portfolio, ranked #84.

Grandview Asset Management first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $851K in Q2 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Grandview Asset Management held 9,937 shares of JPMorgan Equity Premium Income ETF worth $563K as of Q1 2026.
Grandview Asset Management sold 1,879 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $109K.
JPMorgan Equity Premium Income ETF made up 0.16% of Grandview Asset Management's portfolio in Q1 2026, its #84 holding.
Grandview Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Grandview Asset Management's JPMorgan Equity Premium Income ETF position peaked at $851K in Q2 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.