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

Institute for 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 		$1.54M Buy
27,111
+1,818
+7% +$106K 0.16% 140
2025
Q4 		$1.45M Buy
25,293
+302
+1% +$17.2K 0.15% 140
2025
Q3 		$1.43M Sell
24,991
-643
-3% -$36.5K 0.15% 148
2025
Q2 		$1.46M Buy
25,634
+909
+4% +$50.4K 0.16% 127
2025
Q1 		$1.41M Buy
24,725
+165
+0.7% +$9.61K 0.18% 119
2024
Q4 		$1.41M Buy
24,560
+1,243
+5% +$73.8K 0.18% 118
2024
Q3 		$1.39M Sell
23,317
-581
-2% -$33.4K 0.18% 129
2024
Q2 		$1.35M Sell
23,898
-550
-2% -$31.1K 0.18% 119
2024
Q1 		$1.41M Sell
24,448
-3,075
-11% -$173K 0.18% 118
2023
Q4 		$1.51M Buy
27,523
+2,653
+11% +$143K 0.25% 96
2023
Q3 		$1.33M Buy
24,870
+651
+3% +$35.9K 0.24% 104
2023
Q2 		$1.34M Buy
24,219
+895
+4% +$48.9K 0.23% 110
2023
Q1 		$1.27M Buy
23,324
+16,267
+231% +$883K 0.24% 111
2022
Q4 		$385K Buy
+7,057
New +$383K 0.08% 308

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

Institute for Wealth Management's JEPI Position: Q1 2026 in Review

Institute for Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.2% in Q1 2026, buying an estimated $106K and bringing the position to 27,111 shares worth $1.54M. The position accounts for 0.16% of the portfolio, ranked #140.

Institute for 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.

  • Institute for Wealth Management held 27,111 shares of JPMorgan Equity Premium Income ETF worth $1.54M as of Q1 2026.
  • Institute for Wealth Management bought 1,818 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $106K.
  • JPMorgan Equity Premium Income ETF made up 0.16% of Institute for Wealth Management's portfolio in Q1 2026, its #140 holding.
  • Institute for 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 Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.