Main Street Financial Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Main Street Financial Solutions’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	$948K	Sell	16,565 -42,205	-72%	-$2.41M	0.07%	235
2025 Q3	$3.36M	Buy	58,770 +5,032	+9%	+$286K	0.22%	103
2025 Q2	$3.05M	Buy	53,738 +36,369	+209%	+$2.01M	0.22%	100
2025 Q1	$992K	Sell	17,369 -19,608	-53%	-$1.14M	0.09%	192
2024 Q4	$2.13M	Buy	36,977 +29,360	+385%	+$1.74M	0.21%	98
2024 Q3	$453K	Buy	7,617 +165	+2%	+$9.49K	0.04%	325
2024 Q2	$422K	Sell	7,452 -27	-0.4%	-$1.53K	0.04%	348
2024 Q1	$433K	Buy	7,479 +1,227	+20%	+$69.1K	0.05%	336
2023 Q4	$344K	Buy	6,252 +328	+6%	+$17.7K	0.04%	337
2023 Q3	$317K	Buy	5,924 +2,216	+60%	+$122K	0.04%	336
2023 Q2	$205K	Buy	3,708 +7	+0.2%	+$382	0.03%	424
2023 Q1	$202K	Buy	+3,701	New	+$201K	0.03%	429

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Main Street Financial Solutions's JEPI Position: Q4 2025 in Review

Main Street Financial Solutions reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 72% in Q4 2025, selling an estimated $2.41M and leaving 16,565 shares worth $948K. The position accounts for 0.07% of the portfolio, ranked #235.

Main Street Financial Solutions first reported a position in JEPI in Q1 2023 and has held it in 12 quarters since. The position peaked at $3.36M in Q3 2025. 1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Main Street Financial Solutions held 16,565 shares of JPMorgan Equity Premium Income ETF worth $948K as of Q4 2025.
Main Street Financial Solutions sold 42,205 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $2.41M.
JPMorgan Equity Premium Income ETF made up 0.07% of Main Street Financial Solutions's portfolio in Q4 2025, its #235 holding.
Main Street Financial Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 12 quarters since.
Main Street Financial Solutions's JPMorgan Equity Premium Income ETF position peaked at $3.36M in Q3 2025.
1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Main Street Financial Solutions's 13F filing for Q4 2025, filed 17 Feb 2026.