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Luken Investment Analytics’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Luken Investment Analytics’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 		– Sell
-31
Closed -$1.77K – 151
2025
Q1 		$1.77K Sell
31
-25
-45% -$1.46K ﹤0.01% 145
2024
Q4 		$3.22K Hold
56
– – ﹤0.01% 127
2024
Q3 		$3.33K Sell
56
-148,783
-100% -$8.56M ﹤0.01% 117
2024
Q2 		$8.44M Buy
148,839
+4,514
+3% +$255K 4.24% 9
2024
Q1 		$8.35M Buy
+144,325
New +$8.13M 4.21% 9

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Luken Investment Analytics's JEPI Position: Q2 2025 in Review

Luken Investment Analytics sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 31 shares — an estimated $1.77K sold.

Luken Investment Analytics first reported a position in JEPI in Q1 2024 and held it in 5 quarters. The position peaked at $8.44M in Q2 2024. 1,286 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

  • Luken Investment Analytics reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Luken Investment Analytics sold 31 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $1.77K.
  • Luken Investment Analytics first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and held it in 5 quarters.
  • Luken Investment Analytics's JPMorgan Equity Premium Income ETF position peaked at $8.44M in Q2 2024.
  • 1,286 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Luken Investment Analytics's 13F filing for Q2 2025, filed 22 Jul 2025.