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Jackson Grant Investment Advisers’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Jackson Grant Investment Advisers’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 		$10.8K Buy
191
+3
+2% +$175 ﹤0.01% 299
2025
Q4 		$10.7K Buy
188
+4
+2% +$228 ﹤0.01% 294
2025
Q3 		$10.5K Buy
184
+88
+92% +$5K ﹤0.01% 291
2025
Q2 		$5.46K Buy
+96
New +$5.32K ﹤0.01% 310

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 $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Grant Investment Advisers's JEPI Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.6% in Q1 2026, buying an estimated $175 and bringing the position to 191 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Jackson Grant Investment Advisers first reported a position in JEPI in Q2 2025 and has held it in 4 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Jackson Grant Investment Advisers held 191 shares of JPMorgan Equity Premium Income ETF worth $10.8K as of Q1 2026.
  • Jackson Grant Investment Advisers bought 3 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $175.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #299 holding.
  • Jackson Grant Investment Advisers first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.