KG&L Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

KG&L Capital 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	–	Sell	-3,954	Closed	-$226K	–	162
2025 Q4	$226K	Buy	3,954 +85	+2%	+$4.85K	0.06%	203
2025 Q3	$221K	Buy	+3,869	New	+$220K	0.06%	199

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KG&L Capital Management's JEPI Position: Q1 2026 in Review

KG&L Capital Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 3,954 shares — an estimated $226K sold.

KG&L Capital Management first reported a position in JEPI in Q3 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 1,416 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

KG&L Capital Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
KG&L Capital Management sold 3,954 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $226K.
KG&L Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and held it in 2 quarters.
KG&L Capital Management's JPMorgan Equity Premium Income ETF position peaked at $226K in Q4 2025.
1,416 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.