Meadow Creek Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Meadow Creek 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 Q3	–	Sell	-79,285	Closed	-$4.51M	–	142
2025 Q2	$4.51M	Buy	79,285 +3,235	+4%	+$179K	3.04%	7
2025 Q1	$4.35M	Buy	76,050 +3,982	+6%	+$232K	3.24%	6
2024 Q4	$4.15M	Buy	72,068 +1,903	+3%	+$113K	2.98%	7
2024 Q3	$4.18M	Buy	70,165 +5,101	+8%	+$293K	3.31%	6
2024 Q2	$3.69M	Buy	65,064 +10,546	+19%	+$597K	3.49%	6
2024 Q1	$3.15M	Buy	54,518 +1,144	+2%	+$64.4K	2.19%	9
2023 Q4	$2.93M	Buy	+53,374	New	+$2.88M	2.86%	6
2022 Q3	$779K	Buy	+15,204	New	+$846K	1.03%	15

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Meadow Creek Wealth Advisors's JEPI Position: Q3 2025 in Review

Meadow Creek Wealth Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 79,285 shares — an estimated $4.51M sold.

Meadow Creek Wealth Advisors first reported a position in JEPI in Q3 2022 and held it in 8 quarters. The position peaked at $4.51M in Q2 2025. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Meadow Creek Wealth Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Meadow Creek Wealth Advisors sold 79,285 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $4.51M.
Meadow Creek Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 8 quarters.
Meadow Creek Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $4.51M in Q2 2025.
1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Meadow Creek Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.