LWM Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

LWM Advisory Services’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	$313K	Hold	5,515	–	–	0.33%	63
2025 Q4	$316K	Buy	+5,515	New	+$315K	0.19%	70
2023 Q4	–	Sell	-324	Closed	-$17.4K	–	122
2023 Q3	$17.4K	Buy	+324	New	+$17.9K	0.02%	117

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

LWM Advisory Services's JEPI Position: Q1 2026 in Review

LWM Advisory Services held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 5,515 shares worth $313K. The position accounts for 0.33% of the portfolio, ranked #63.

LWM Advisory Services first reported a position in JEPI in Q3 2023 and has held it in 3 quarters since. The position peaked at $316K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

LWM Advisory Services held 5,515 shares of JPMorgan Equity Premium Income ETF worth $313K as of Q1 2026.
LWM Advisory Services left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.33% of LWM Advisory Services's portfolio in Q1 2026, its #63 holding.
LWM Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 3 quarters since.
LWM Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $316K in Q4 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.