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Legacy Investment Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Legacy Investment Solutions’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
Q2 		$61.9K Buy
+1,088
New +$60.3K 0.03% 139
2024
Q4 		$90.4K Sell
1,538
-55
-3% -$3.27K 0.06% 92
2024
Q3 		$95.6K Buy
+1,593
New +$91.6K 0.06% 88

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Investment Solutions's JEPI Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025: 1,088 shares worth $61.9K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in JEPI as recently as Q4 2024.

Legacy Investment Solutions first reported a position in JEPI in Q3 2024 and has held it in 3 quarters since. The position peaked at $95.6K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

  • Legacy Investment Solutions held 1,088 shares of JPMorgan Equity Premium Income ETF worth $61.9K as of Q2 2025.
  • JPMorgan Equity Premium Income ETF was a new Legacy Investment Solutions position in Q2 2025.
  • JPMorgan Equity Premium Income ETF made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #139 holding.
  • Legacy Investment Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's JPMorgan Equity Premium Income ETF position peaked at $95.6K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.