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

Kovitz Investment Group 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	$225K	Buy	+3,969	New	+$231K	0.01%	469
2025 Q4	–	Sell	-83,103	Closed	-$4.75M	–	909
2025 Q3	$4.75M	Sell	83,103 -557	-0.7%	-$31.6K	0.02%	477
2025 Q2	$4.76M	Sell	83,660 -53,267	-39%	-$2.95M	0.02%	458
2025 Q1	$7.82M	Buy	136,927 +2,267	+2%	+$132K	0.04%	315
2024 Q4	$7.75M	Buy	134,660 +246	+0.2%	+$14.6K	0.04%	320
2024 Q3	$7.95M	Buy	134,414 +128,996	+2,381%	+$7.42M	0.06%	265
2024 Q2	$307K	Sell	5,418 -1,268	-19%	-$71.7K	﹤0.01%	727
2024 Q1	$387K	Buy	+6,686	New	+$377K	﹤0.01%	548

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 $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 $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's JEPI Position: Q1 2026 in Review

Kovitz Investment Group Partners opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 3,969 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: Kovitz Investment Group Partners previously reported a position in JEPI as recently as Q3 2025.

Kovitz Investment Group Partners first reported a position in JEPI in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.95M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Kovitz Investment Group Partners held 3,969 shares of JPMorgan Equity Premium Income ETF worth $225K as of Q1 2026.
JPMorgan Equity Premium Income ETF was a new Kovitz Investment Group Partners position in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #469 holding.
Kovitz Investment Group Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's JPMorgan Equity Premium Income ETF position peaked at $7.95M in Q3 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

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