Jaffetilchin Investment Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Jaffetilchin Investment 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	$3.51M	Buy	62,004 +2,577	+4%	+$150K	0.21%	84
2025 Q4	$3.4M	Buy	59,427 +3,302	+6%	+$189K	0.2%	82
2025 Q3	$3.2M	Buy	56,125 +2,301	+4%	+$131K	0.19%	85
2025 Q2	$3.06M	Buy	53,824 +3,483	+7%	+$193K	0.2%	83
2025 Q1	$2.88M	Sell	50,341 -216,836	-81%	-$12.6M	0.21%	84
2024 Q4	$15.4M	Buy	267,177 +12,706	+5%	+$754K	1.11%	21
2024 Q3	$15.1M	Sell	254,471 -1,964	-0.8%	-$113K	1.14%	21
2024 Q2	$14.5M	Buy	256,435 +1,957	+0.8%	+$111K	1.24%	22
2024 Q1	$14.7M	Buy	254,478 +26,647	+12%	+$1.5M	1.32%	21
2023 Q4	$12.5M	Buy	227,831 +26,580	+13%	+$1.43M	1.22%	19
2023 Q3	$10.8M	Buy	201,251 +4,621	+2%	+$255K	1.19%	20
2023 Q2	$10.9M	Buy	196,630 +3,725	+2%	+$203K	1.15%	21
2023 Q1	$10.5M	Buy	192,905 +7,168	+4%	+$389K	1.2%	18
2022 Q4	$10.1M	Sell	185,737 -179,997	-49%	-$9.78M	1.24%	20
2022 Q3	$18.7M	Buy	365,734 +47,256	+15%	+$2.63M	2.4%	12
2022 Q2	$17.7M	Sell	318,478 -17,892	-5%	-$1.04M	2.09%	12
2022 Q1	$18.9M	Buy	336,370 +212,667	+172%	+$12.9M	2.23%	12
2021 Q4	$7.82M	Buy	+123,703	New	+$7.62M	0.74%	33

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 $424B AUM 22.96% 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 $2.42B AUM 17.68% 1-Year Est. Return

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

Jaffetilchin Investment Partners's JEPI Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.3% in Q1 2026, buying an estimated $150K and bringing the position to 62,004 shares worth $3.51M. The position accounts for 0.21% of the portfolio, ranked #84.

Jaffetilchin Investment Partners first reported a position in JEPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $18.9M in Q1 2022. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Jaffetilchin Investment Partners held 62,004 shares of JPMorgan Equity Premium Income ETF worth $3.51M as of Q1 2026.
Jaffetilchin Investment Partners bought 2,577 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $150K.
JPMorgan Equity Premium Income ETF made up 0.21% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #84 holding.
Jaffetilchin Investment Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 18 quarters since.
Jaffetilchin Investment Partners's JPMorgan Equity Premium Income ETF position peaked at $18.9M in Q1 2022.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.