Litman Gregory Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Litman Gregory Wealth Management’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 Q4	$64.3K	Buy	+1,124	New	+$64.2K	﹤0.01%	214

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Litman Gregory Wealth Management's JEPI Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025: 1,124 shares worth $64.3K. The stake represents ﹤0.01% of the portfolio and ranks #214 among its holdings.

1,388 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Litman Gregory Wealth Management held 1,124 shares of JPMorgan Equity Premium Income ETF worth $64.3K as of Q4 2025.
JPMorgan Equity Premium Income ETF was a new Litman Gregory Wealth Management position in Q4 2025.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #214 holding.
1,388 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.