Madison Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Madison Wealth Partners’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	$890K	Buy	15,704 +3,452	+28%	+$201K	0.14%	73
2025 Q4	$701K	Sell	12,252 -605	-5%	-$34.5K	0.13%	79
2025 Q3	$734K	Buy	12,857 +477	+4%	+$27.1K	0.15%	74
2025 Q2	$704K	Buy	12,380 +513	+4%	+$28.4K	0.15%	69
2025 Q1	$678K	Buy	11,867 +2,427	+26%	+$141K	0.17%	68
2024 Q4	$543K	Buy	9,440 +5,267	+126%	+$313K	0.15%	74
2024 Q3	$248K	Buy	+4,173	New	+$240K	0.07%	132

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 $424B AUM 22.94% 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 $2.42B AUM 17.68% 1-Year Est. Return

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

Madison Wealth Partners's JEPI Position: Q1 2026 in Review

Madison Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 28% in Q1 2026, buying an estimated $201K and bringing the position to 15,704 shares worth $890K. The position accounts for 0.14% of the portfolio, ranked #73.

Madison Wealth Partners first reported a position in JEPI in Q3 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Madison Wealth Partners held 15,704 shares of JPMorgan Equity Premium Income ETF worth $890K as of Q1 2026.
Madison Wealth Partners bought 3,452 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $201K.
JPMorgan Equity Premium Income ETF made up 0.14% of Madison Wealth Partners's portfolio in Q1 2026, its #73 holding.
Madison Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.