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

IHT 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 		$6.2M Buy
109,399
+74,621
+215% +$4.34M 0.14% 143
2025
Q4 		$2M Sell
34,778
-559
-2% -$31.9K 0.05% 340
2025
Q3 		$2.02M Buy
35,337
+2,646
+8% +$150K 0.05% 333
2025
Q2 		$1.86M Sell
32,691
-668
-2% -$37K 0.05% 331
2025
Q1 		$1.9M Sell
33,359
-8,294
-20% -$483K 0.06% 302
2024
Q4 		$2.4M Sell
41,653
-27,910
-40% -$1.66M 0.08% 236
2024
Q3 		$4.13M Buy
69,563
+27,933
+67% +$1.61M 0.12% 179
2024
Q2 		$2.36M Sell
41,630
-3,388
-8% -$192K 0.09% 229
2024
Q1 		$2.6M Buy
45,018
+8,490
+23% +$478K 0.1% 207
2023
Q4 		$2.01M Buy
36,528
+8,333
+30% +$449K 0.09% 222
2023
Q3 		$1.51M Buy
28,195
+6,866
+32% +$378K 0.08% 251
2023
Q2 		$1.18M Buy
21,329
+4,855
+29% +$265K 0.06% 303
2023
Q1 		$899K Buy
16,474
+7,627
+86% +$414K 0.05% 335
2022
Q4 		$482K Buy
+8,847
New +$480K 0.03% 503

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

IHT Wealth Management's JEPI Position: Q1 2026 in Review

IHT Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 215% in Q1 2026, buying an estimated $4.34M and bringing the position to 109,399 shares worth $6.2M. The position accounts for 0.14% of the portfolio, ranked #143.

IHT Wealth Management first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • IHT Wealth Management held 109,399 shares of JPMorgan Equity Premium Income ETF worth $6.2M as of Q1 2026.
  • IHT Wealth Management bought 74,621 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $4.34M.
  • JPMorgan Equity Premium Income ETF made up 0.14% of IHT Wealth Management's portfolio in Q1 2026, its #143 holding.
  • IHT Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.