Legacy Capital Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Legacy Capital Wealth 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	–	Sell	-40,850	Closed	-$2.34M	–	406
2025 Q4	$2.34M	Buy	40,850 +3,272	+9%	+$187K	0.5%	33
2025 Q3	$2.15M	Buy	37,578 +1,493	+4%	+$84.8K	0.47%	36
2025 Q2	$2.05M	Buy	36,085 +1,408	+4%	+$78K	0.47%	36
2025 Q1	$1.98M	Sell	34,677 -2,477	-7%	-$144K	0.49%	30
2024 Q4	$2.14M	Sell	37,154 -37,150	-50%	-$2.21M	0.53%	25
2024 Q3	$4.42M	Buy	74,304 +36,806	+98%	+$2.12M	0.88%	20
2024 Q2	$2.13M	Buy	+37,498	New	+$2.12M	0.54%	28
2024 Q1	–	Sell	-38,772	Closed	-$2.13M	–	229
2023 Q4	$2.13M	Sell	38,772 -3,774	-9%	-$203K	0.6%	32
2023 Q3	$2.28M	Buy	+42,546	New	+$2.34M	0.63%	28
2023 Q2	–	Sell	-41,420	Closed	-$2.26M	–	137
2023 Q1	$2.26M	Buy	+41,420	New	+$2.25M	0.62%	36

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 22.96% 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

Legacy Capital Wealth Partners's JEPI Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 40,850 shares — an estimated $2.34M sold.

Legacy Capital Wealth Partners first reported a position in JEPI in Q1 2023 and held it in 10 quarters. The position peaked at $4.42M in Q3 2024. 1,415 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Legacy Capital Wealth Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 40,850 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $2.34M.
Legacy Capital Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 10 quarters.
Legacy Capital Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $4.42M in Q3 2024.
1,415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.