Hubbell Strickland Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hubbell Strickland 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
2026 Q1	$369K	Buy	6,509 +72	+1%	+$4.19K	0.15%	58
2025 Q4	$368K	Buy	6,437 +96	+2%	+$5.48K	0.15%	59
2025 Q3	$362K	Buy	6,341 +110	+2%	+$6.25K	0.15%	58
2025 Q2	$354K	Buy	6,231 +105	+2%	+$5.82K	0.16%	55
2025 Q1	$350K	Buy	6,126 +72	+1%	+$4.2K	0.17%	52
2024 Q4	$348K	Buy	6,054 +105	+2%	+$6.24K	0.17%	52
2024 Q3	$354K	Buy	5,949 +95	+2%	+$5.46K	0.17%	54
2024 Q2	$332K	Buy	5,854 +94	+2%	+$5.32K	0.17%	52
2024 Q1	$333K	Sell	5,760 -149	-3%	-$8.39K	0.17%	54
2023 Q4	$325K	Buy	5,909 +109	+2%	+$5.88K	0.18%	48
2023 Q3	$311K	Buy	5,800 +92	+2%	+$5.07K	0.19%	48
2023 Q2	$316K	Buy	5,708 +143	+3%	+$7.81K	0.18%	48
2023 Q1	$304K	Buy	5,565 +1,807	+48%	+$98.1K	0.18%	53
2022 Q4	$205K	Buy	+3,758	New	+$204K	0.12%	64

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

Hubbell Strickland Wealth Management's JEPI Position: Q1 2026 in Review

Hubbell Strickland Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.1% in Q1 2026, buying an estimated $4.19K and bringing the position to 6,509 shares worth $369K. The position accounts for 0.15% of the portfolio, ranked #58.

Hubbell Strickland Wealth Management first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Hubbell Strickland Wealth Management held 6,509 shares of JPMorgan Equity Premium Income ETF worth $369K as of Q1 2026.
Hubbell Strickland Wealth Management bought 72 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $4.19K.
JPMorgan Equity Premium Income ETF made up 0.15% of Hubbell Strickland Wealth Management's portfolio in Q1 2026, its #58 holding.
Hubbell Strickland Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Hubbell Strickland Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.