Leigh Baldwin & Co’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Leigh Baldwin & Co’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	$404K	Sell	7,120 -164	-2%	-$9.54K	0.26%	101
2025 Q4	$417K	Buy	7,284 +312	+4%	+$17.8K	0.27%	96
2025 Q3	$398K	Buy	6,972 +71	+1%	+$4.03K	0.22%	107
2025 Q2	$392K	Buy	6,901 +190	+3%	+$10.5K	0.26%	99
2025 Q1	$384K	Sell	6,711 -201	-3%	-$11.7K	0.31%	89
2024 Q4	$398K	Buy	+6,912	New	+$410K	0.34%	86

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 $374B AUM 17.66% 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 $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

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

Leigh Baldwin & Co's JEPI Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.3% in Q1 2026, selling an estimated $9.54K and leaving 7,120 shares worth $404K. The position accounts for 0.26% of the portfolio, ranked #101.

Leigh Baldwin & Co first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $417K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Leigh Baldwin & Co held 7,120 shares of JPMorgan Equity Premium Income ETF worth $404K as of Q1 2026.
Leigh Baldwin & Co sold 164 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $9.54K.
JPMorgan Equity Premium Income ETF made up 0.26% of Leigh Baldwin & Co's portfolio in Q1 2026, its #101 holding.
Leigh Baldwin & Co first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Leigh Baldwin & Co's JPMorgan Equity Premium Income ETF position peaked at $417K in Q4 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.