LaSalle St. Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

LaSalle St. Investment Advisors’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	–	Sell	-2,186	Closed	-$125K	–	331
2024 Q4	$125K	Buy	+2,186	New	+$130K	0.04%	279
2024 Q3	–	Sell	-4,638	Closed	-$263K	–	214
2024 Q2	$263K	Sell	4,638 -1,422	-23%	-$80.4K	0.13%	120
2024 Q1	$350K	Sell	6,060 -1,673	-22%	-$94.3K	0.2%	85
2023 Q4	$4.25M	Sell	7,733 -71,679	-90%	-$3.86M	0.28%	59
2023 Q3	$4.25M	Sell	79,412 -22,450	-22%	-$1.24M	2.08%	8
2023 Q2	$5.64M	Buy	101,862 +44,220	+77%	+$2.41M	2.5%	7
2023 Q1	$3.15M	Buy	57,642 +7,455	+15%	+$405K	1.39%	12
2022 Q4	$2.73M	Buy	+50,187	New	+$2.73M	1.29%	18

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LaSalle St. Investment Advisors's JEPI Position: Q1 2025 in Review

LaSalle St. Investment Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 2,186 shares — an estimated $125K sold.

LaSalle St. Investment Advisors first reported a position in JEPI in Q4 2022 and held it in 8 quarters. The position peaked at $5.64M in Q2 2023. 1,264 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

LaSalle St. Investment Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
LaSalle St. Investment Advisors sold 2,186 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $125K.
LaSalle St. Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and held it in 8 quarters.
LaSalle St. Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.64M in Q2 2023.
1,264 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2025, filed 12 May 2025.