Kingstone Capital Partners Texas’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Kingstone Capital Partners Texas’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	$4.34M	Buy	76,554 +13,345	+21%	+$776K	2.67%	12
2025 Q4	$3.62M	Buy	63,209 +1,345	+2%	+$76.8K	2.11%	16
2025 Q3	$3.53M	Buy	61,864 +603	+1%	+$34.2K	2.05%	17
2025 Q2	$3.48M	Sell	61,261 -42,469	-41%	-$2.35M	2.27%	13
2025 Q1	$5.93M	Buy	103,730 +9,539	+10%	+$556K	4.77%	5
2024 Q4	$5.42M	Buy	+94,191	New	+$5.59M	4.4%	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

Kingstone Capital Partners Texas's JEPI Position: Q1 2026 in Review

Kingstone Capital Partners Texas increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q1 2026, buying an estimated $776K and bringing the position to 76,554 shares worth $4.34M. The position accounts for 2.67% of the portfolio, ranked #12.

Kingstone Capital Partners Texas first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.93M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Kingstone Capital Partners Texas held 76,554 shares of JPMorgan Equity Premium Income ETF worth $4.34M as of Q1 2026.
Kingstone Capital Partners Texas bought 13,345 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $776K.
JPMorgan Equity Premium Income ETF made up 2.67% of Kingstone Capital Partners Texas's portfolio in Q1 2026, its #12 holding.
Kingstone Capital Partners Texas first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Kingstone Capital Partners Texas's JPMorgan Equity Premium Income ETF position peaked at $5.93M in Q1 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q1 2026, filed 6 May 2026.