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

Interchange Capital Partners’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	$2.94M	Sell	51,487 -9,593	-16%	-$558K	0.93%	22
2025 Q4	$3.5M	Sell	61,080 -1,849	-3%	-$106K	0.65%	27
2025 Q3	$3.59M	Buy	62,929 +112	+0.2%	+$6.36K	0.7%	26
2025 Q2	$3.57M	Buy	62,817 +369	+0.6%	+$20.4K	0.82%	22
2025 Q1	$3.57M	Buy	62,448 +524	+0.8%	+$30.5K	1%	19
2024 Q4	$3.56M	Sell	61,924 -1,649	-3%	-$97.9K	1.28%	17
2024 Q3	$3.78M	Buy	63,573 +5	+0%	+$288	1.33%	12
2024 Q2	$3.6M	Buy	63,568 +7,074	+13%	+$400K	1.31%	13
2024 Q1	$3.24M	Buy	56,494 +1,512	+3%	+$85.2K	2.18%	8
2023 Q4	$3.05M	Buy	54,982 +13,481	+32%	+$727K	2.28%	8
2023 Q3	$2.23M	Buy	41,501 +1,364	+3%	+$75.2K	1.78%	11
2023 Q2	$2.23M	Sell	40,137 -2,421	-6%	-$132K	1.7%	14
2023 Q1	$2.33M	Buy	42,558 +7,650	+22%	+$415K	1.26%	14
2022 Q4	$1.9M	Buy	34,908 +6,007	+21%	+$326K	1.94%	11
2022 Q3	$1.48M	Sell	28,901 -142	-0.5%	-$7.9K	1.62%	13
2022 Q2	$1.61M	Buy	29,043 +13,120	+82%	+$759K	1.81%	11
2022 Q1	$977K	Buy	+15,923	New	+$964K	1%	17

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

Interchange Capital Partners's JEPI Position: Q1 2026 in Review

Interchange Capital Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 16% in Q1 2026, selling an estimated $558K and leaving 51,487 shares worth $2.94M. The position accounts for 0.93% of the portfolio, ranked #22.

Interchange Capital Partners first reported a position in JEPI in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.78M in Q3 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Interchange Capital Partners held 51,487 shares of JPMorgan Equity Premium Income ETF worth $2.94M as of Q1 2026.
Interchange Capital Partners sold 9,593 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $558K.
JPMorgan Equity Premium Income ETF made up 0.93% of Interchange Capital Partners's portfolio in Q1 2026, its #22 holding.
Interchange Capital Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 17 quarters since.
Interchange Capital Partners's JPMorgan Equity Premium Income ETF position peaked at $3.78M in Q3 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.