MSWA
JEPI icon

Marshall & Sterling Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q1 		– Sell
-87
Closed -$5K – 653
2024
Q4 		$5K Buy
+87
New +$5.17K ﹤0.01% 258

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's JEPI Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 87 shares — an estimated $5K sold.

Marshall & Sterling Wealth Advisors first reported a position in JEPI in Q4 2024 and held it in 1 quarter. The position peaked at $5K in Q4 2024. 1,263 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 87 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $5K.
  • Marshall & Sterling Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $5K in Q4 2024.
  • 1,263 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.