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Insight 2811 Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Insight 2811 Inc’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 		– Sell
-4,105
Closed -$235K – 103
2025
Q4 		$235K Sell
4,105
-505
-11% -$28.8K 0.1% 88
2025
Q3 		$263K Hold
4,610
– – 0.12% 82
2025
Q2 		$262K Sell
4,610
-50
-1% -$2.77K 0.12% 72
2025
Q1 		$266K Hold
4,660
– – 0.14% 72
2024
Q4 		$268K Hold
4,660
– – 0.14% 69
2024
Q3 		$277K Buy
4,660
+270
+6% +$15.5K 0.14% 68
2024
Q2 		$249K Buy
+4,390
New +$248K 0.13% 69

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Insight 2811 Inc's JEPI Position: Q1 2026 in Review

Insight 2811 Inc sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 4,105 shares — an estimated $235K sold.

Insight 2811 Inc first reported a position in JEPI in Q2 2024 and held it in 7 quarters. The position peaked at $277K in Q3 2024. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Insight 2811 Inc reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
  • Insight 2811 Inc sold 4,105 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $235K.
  • Insight 2811 Inc first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and held it in 7 quarters.
  • Insight 2811 Inc's JPMorgan Equity Premium Income ETF position peaked at $277K in Q3 2024.
  • 1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Insight 2811 Inc's 13F filing for Q1 2026, filed 7 May 2026.