Ken Fisher’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ken Fisher’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	$589K	Buy	10,397 +734	+8%	+$42.7K	﹤0.01%	760
2025 Q4	$553K	Buy	+9,663	New	+$552K	﹤0.01%	762
2025 Q3	–	Sell	-4,735	Closed	-$269K	–	1053
2025 Q2	$269K	Sell	4,735 -2,497	-35%	-$138K	﹤0.01%	905
2025 Q1	$413K	Buy	7,232 +1,249	+21%	+$72.8K	﹤0.01%	828
2024 Q4	$344K	Buy	5,983 +2,328	+64%	+$138K	﹤0.01%	839
2024 Q3	$218K	Sell	3,655 -1,874	-34%	-$108K	﹤0.01%	886
2024 Q2	$313K	Sell	5,529 -3,837	-41%	-$217K	﹤0.01%	868
2024 Q1	$542K	Buy	+9,366	New	+$528K	﹤0.01%	761
2023 Q3	–	Sell	-4,837	Closed	-$268K	–	1225
2023 Q2	$268K	Buy	4,837 +465	+11%	+$25.4K	﹤0.01%	973
2023 Q1	$239K	Buy	+4,372	New	+$237K	﹤0.01%	951

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

Ken Fisher's JEPI Position: Q1 2026 in Review

Ken Fisher increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.6% in Q1 2026, buying an estimated $42.7K and bringing the position to 10,397 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Ken Fisher first reported a position in JEPI in Q1 2023 and has held it in 10 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Ken Fisher held 10,397 shares of JPMorgan Equity Premium Income ETF worth $589K as of Q1 2026.
Ken Fisher bought 734 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $42.7K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #760 holding.
Ken Fisher first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 10 quarters since.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.