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Horizon Investments’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Horizon Investments’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 		$12.7K Buy
228
+111
+95% +$6.46K ﹤0.01% 1188
2025
Q4 		$6.7K Buy
117
+100
+588% +$5.71K ﹤0.01% 1181
2025
Q3 		$959 Hold
17
– – ﹤0.01% 1118
2025
Q2 		$954 Sell
17
-2
-11% -$111 ﹤0.01% 1057
2025
Q1 		$1.07K Hold
19
– – ﹤0.01% 808
2024
Q4 		$1.09K Hold
19
– – ﹤0.01% 805
2024
Q3 		$1.12K Buy
+19
New +$1.09K ﹤0.01% 777

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Horizon Investments's JEPI Position: Q1 2026 in Review

Horizon Investments increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 95% in Q1 2026, buying an estimated $6.46K and bringing the position to 228 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

Horizon Investments first reported a position in JEPI in Q3 2024 and has held it in 7 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Horizon Investments held 228 shares of JPMorgan Equity Premium Income ETF worth $12.7K as of Q1 2026.
  • Horizon Investments bought 111 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $6.46K.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1188 holding.
  • Horizon Investments first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.