Greykasell Wealth Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Greykasell Wealth Strategies’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	$1.99M	Sell	35,077 -2,072	-6%	-$121K	0.8%	32
2025 Q4	$2.13M	Buy	37,149 +696	+2%	+$39.7K	0.84%	32
2025 Q3	$2.08M	Buy	36,453 +32,705	+873%	+$1.86M	0.88%	33
2025 Q2	$213K	Buy	3,748 +94	+3%	+$5.21K	0.1%	126
2025 Q1	$209K	Buy	+3,654	New	+$213K	0.11%	119

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 $2.42B AUM 17.68% 1-Year Est. Return

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

Greykasell Wealth Strategies's JEPI Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.6% in Q1 2026, selling an estimated $121K and leaving 35,077 shares worth $1.99M. The position accounts for 0.8% of the portfolio, ranked #32.

Greykasell Wealth Strategies first reported a position in JEPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.13M in Q4 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Greykasell Wealth Strategies held 35,077 shares of JPMorgan Equity Premium Income ETF worth $1.99M as of Q1 2026.
Greykasell Wealth Strategies sold 2,072 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $121K.
JPMorgan Equity Premium Income ETF made up 0.8% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #32 holding.
Greykasell Wealth Strategies first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
Greykasell Wealth Strategies's JPMorgan Equity Premium Income ETF position peaked at $2.13M in Q4 2025.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.