Hurley Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hurley Capital’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	$449K	Buy	7,922 +392	+5%	+$22.8K	0.24%	61
2025 Q4	$431K	Sell	7,530 -1,568	-17%	-$89.5K	0.24%	58
2025 Q3	$519K	Buy	9,098 +177	+2%	+$10.1K	0.29%	65
2025 Q2	$507K	Sell	8,921 -1,218	-12%	-$67.5K	0.36%	57
2025 Q1	$579K	Buy	10,139 +4,699	+86%	+$274K	0.44%	53
2024 Q4	$315K	Buy	+5,440	New	+$323K	0.25%	58

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

Hurley Capital's JEPI Position: Q1 2026 in Review

Hurley Capital increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.2% in Q1 2026, buying an estimated $22.8K and bringing the position to 7,922 shares worth $449K. The position accounts for 0.24% of the portfolio, ranked #61.

Hurley Capital first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $579K in Q1 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Hurley Capital held 7,922 shares of JPMorgan Equity Premium Income ETF worth $449K as of Q1 2026.
Hurley Capital bought 392 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $22.8K.
JPMorgan Equity Premium Income ETF made up 0.24% of Hurley Capital's portfolio in Q1 2026, its #61 holding.
Hurley Capital first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Hurley Capital's JPMorgan Equity Premium Income ETF position peaked at $579K in Q1 2025.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Hurley Capital's 13F filing for Q1 2026, filed 6 May 2026.