Insigneo Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Insigneo Advisory Services’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	$4.5M	Buy	79,436 +2,876	+4%	+$167K	0.32%	48
2025 Q4	$4.38M	Sell	76,560 -5,711	-7%	-$326K	0.31%	49
2025 Q3	$4.7M	Sell	82,271 -29,060	-26%	-$1.65M	0.33%	44
2025 Q2	$6.33M	Buy	111,331 +33,647	+43%	+$1.86M	0.54%	27
2025 Q1	$4.44M	Buy	77,684 +22,095	+40%	+$1.29M	0.46%	36
2024 Q4	$3.2M	Sell	55,589 -25,597	-32%	-$1.52M	0.33%	48
2024 Q3	$4.83M	Sell	81,186 -72,185	-47%	-$4.15M	0.49%	28
2024 Q2	$8.43M	Sell	153,371 -33,048	-18%	-$1.87M	0.95%	14
2024 Q1	$10.8M	Buy	186,419 +39,026	+26%	+$2.2M	1.28%	11
2023 Q4	$8.17M	Buy	147,393 +139,568	+1,784%	+$7.53M	1.15%	11
2023 Q3	$419K	Buy	+7,825	New	+$431K	0.09%	219

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

Insigneo Advisory Services's JEPI Position: Q1 2026 in Review

Insigneo Advisory Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.8% in Q1 2026, buying an estimated $167K and bringing the position to 79,436 shares worth $4.5M. The position accounts for 0.32% of the portfolio, ranked #48.

Insigneo Advisory Services first reported a position in JEPI in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q1 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Insigneo Advisory Services held 79,436 shares of JPMorgan Equity Premium Income ETF worth $4.5M as of Q1 2026.
Insigneo Advisory Services bought 2,876 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $167K.
JPMorgan Equity Premium Income ETF made up 0.32% of Insigneo Advisory Services's portfolio in Q1 2026, its #48 holding.
Insigneo Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
Insigneo Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $10.8M in Q1 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.