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Lane & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lane & Associates’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
2025
Q1 		$364K Buy
6,369
+213
+3% +$12.4K 0.2% 82
2024
Q4 		$363K Buy
6,156
+2,027
+49% +$120K 0.19% 88
2024
Q3 		$246K Buy
+4,129
New +$238K 0.13% 104

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lane & Associates's JEPI Position: Q1 2025 in Review

Lane & Associates increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.5% in Q1 2025, buying an estimated $12.4K and bringing the position to 6,369 shares worth $364K. The position accounts for 0.2% of the portfolio, ranked #82.

Lane & Associates first reported a position in JEPI in Q3 2024 and has held it in 3 quarters since. 1,264 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

  • Lane & Associates held 6,369 shares of JPMorgan Equity Premium Income ETF worth $364K as of Q1 2025.
  • Lane & Associates bought 213 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $12.4K.
  • JPMorgan Equity Premium Income ETF made up 0.2% of Lane & Associates's portfolio in Q1 2025, its #82 holding.
  • Lane & Associates first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,264 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.