Lido Advisors
JEPI icon

Lido Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Lido 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
2026
Q1 		$26.3M Buy
463,452
+60,270
+15% +$3.51M 0.08% 163
2025
Q4 		$23M Buy
403,182
+8,242
+2% +$471K 0.07% 180
2025
Q3 		$22.6M Buy
394,940
+106,359
+37% +$6.04M 0.07% 170
2025
Q2 		$16.4M Buy
288,581
+242,589
+527% +$13.4M 0.06% 183
2025
Q1 		$2.63M Buy
45,992
+3,489
+8% +$203K 0.01% 483
2024
Q4 		$2.46M Buy
42,503
+8,137
+24% +$483K 0.01% 477
2024
Q3 		$2.05M Sell
34,366
-3,333
-9% -$192K 0.01% 458
2024
Q2 		$2.14M Buy
37,699
+3,558
+10% +$201K 0.01% 435
2024
Q1 		$1.98M Buy
34,141
+6,722
+25% +$379K 0.01% 433
2023
Q4 		$1.52M Buy
27,419
+4,362
+19% +$235K 0.01% 483
2023
Q3 		$1.23M Buy
23,057
+5,073
+28% +$280K 0.01% 482
2023
Q2 		$995K Sell
17,984
-2,655
-13% -$145K 0.01% 542
2023
Q1 		$1.13M Buy
20,639
+14,257
+223% +$774K 0.01% 450
2022
Q4 		$348K Buy
6,382
+2,203
+53% +$120K ﹤0.01% 753
2022
Q3 		$214K Sell
4,179
-831
-17% -$46.2K ﹤0.01% 865
2022
Q2 		$277K Buy
+5,010
New +$290K ﹤0.01% 776

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's JEPI Position: Q1 2026 in Review

Lido Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q1 2026, buying an estimated $3.51M and bringing the position to 463,452 shares worth $26.3M. The position accounts for 0.08% of the portfolio, ranked #163.

Lido Advisors first reported a position in JEPI in Q2 2022 and has held it in 16 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Lido Advisors held 463,452 shares of JPMorgan Equity Premium Income ETF worth $26.3M as of Q1 2026.
  • Lido Advisors bought 60,270 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $3.51M.
  • JPMorgan Equity Premium Income ETF made up 0.08% of Lido Advisors's portfolio in Q1 2026, its #163 holding.
  • Lido Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
  • 1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.