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

Iron Horse 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
2025 Q2	$17.8M	Buy	312,226 +11,991	+4%	+$664K	5.24%	7
2025 Q1	$17.2M	Buy	300,235 +15,639	+5%	+$911K	5.51%	7
2024 Q4	$16.4M	Buy	284,596 +15,333	+6%	+$910K	5.49%	9
2024 Q3	$16M	Buy	269,263 +14,210	+6%	+$817K	5.48%	9
2024 Q2	$14.5M	Buy	255,053 +9,130	+4%	+$516K	5.52%	9
2024 Q1	$14.2M	Buy	245,923 +18,436	+8%	+$1.04M	5.62%	9
2023 Q4	$12.5M	Buy	227,487 +11,268	+5%	+$608K	5.47%	9
2023 Q3	$11.6M	Buy	216,219 +4,869	+2%	+$268K	5.69%	9
2023 Q2	$11.7M	Buy	211,350 +209,592	+11,922%	+$11.4M	5.74%	9
2023 Q1	$96K	Buy	1,758 +290	+20%	+$15.7K	0.05%	55
2022 Q4	$80K	Buy	+1,468	New	+$79.7K	0.04%	57

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Iron Horse Wealth Management's JEPI Position: Q2 2025 in Review

Iron Horse Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4% in Q2 2025, buying an estimated $664K and bringing the position to 312,226 shares worth $17.8M. The position accounts for 5.24% of the portfolio, ranked #7.

Iron Horse Wealth Management first reported a position in JEPI in Q4 2022 and has held it in 11 quarters since. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Iron Horse Wealth Management held 312,226 shares of JPMorgan Equity Premium Income ETF worth $17.8M as of Q2 2025.
Iron Horse Wealth Management bought 11,991 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $664K.
JPMorgan Equity Premium Income ETF made up 5.24% of Iron Horse Wealth Management's portfolio in Q2 2025, its #7 holding.
Iron Horse Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 11 quarters since.
1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.