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

Jupiter 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	$909K	Hold	16,250	–	–	0.36%	52
2025 Q4	$959K	Hold	16,250	–	–	0.43%	49
2025 Q3	$928K	Hold	16,250	–	–	0.44%	48
2025 Q2	$921K	Hold	16,250	–	–	0.47%	48
2025 Q1	$915K	Hold	16,250	–	–	0.55%	45
2024 Q4	$935K	Sell	16,250 -36,432	-69%	-$2.16M	0.47%	48
2024 Q3	$3.14M	Buy	52,682 +7,700	+17%	+$443K	1.6%	20
2024 Q2	$2.59M	Sell	44,982 -59,531	-57%	-$3.37M	1.37%	22
2024 Q1	$5.93M	Sell	104,513 -1,864	-2%	-$105K	3.14%	6
2023 Q4	$5.85M	Buy	106,377 +1,945	+2%	+$105K	3.44%	6
2023 Q3	$5.62M	Buy	+104,432	New	+$5.75M	3.64%	6

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

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

Jupiter Wealth Management's JEPI Position: Q1 2026 in Review

Jupiter Wealth Management held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 16,250 shares worth $909K. The position accounts for 0.36% of the portfolio, ranked #52.

Jupiter Wealth Management first reported a position in JEPI in Q3 2023 and has held it in 11 quarters since. The position peaked at $5.93M in Q1 2024. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Jupiter Wealth Management held 16,250 shares of JPMorgan Equity Premium Income ETF worth $909K as of Q1 2026.
Jupiter Wealth Management left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.36% of Jupiter Wealth Management's portfolio in Q1 2026, its #52 holding.
Jupiter Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 11 quarters since.
Jupiter Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $5.93M in Q1 2024.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.