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Means Investment Company’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Means Investment Company’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 		$1.92M Sell
33,915
-2,126
-6% -$124K 0.17% 60
2025
Q4 		$2.06M Sell
36,041
-8,985
-20% -$513K 0.17% 58
2025
Q3 		$2.57M Sell
45,026
-5,258
-10% -$299K 0.22% 53
2025
Q2 		$2.86M Sell
50,284
-5,759
-10% -$319K 0.27% 47
2025
Q1 		$3.2M Sell
56,043
-13,901
-20% -$810K 0.34% 45
2024
Q4 		$4.02M Buy
69,944
+2,820
+4% +$167K 0.42% 42
2024
Q3 		$3.99M Buy
67,124
+2,031
+3% +$117K 0.44% 41
2024
Q2 		$3.69M Sell
65,093
-919
-1% -$52K 0.44% 39
2024
Q1 		$3.82M Buy
66,012
+2,026
+3% +$114K 0.49% 38
2023
Q4 		$3.52M Sell
63,986
-4,060
-6% -$219K 0.51% 39
2023
Q3 		$3.64M Sell
68,046
-946
-1% -$52.1K 0.6% 33
2023
Q2 		$3.82M Buy
68,992
+3,472
+5% +$190K 0.6% 36
2023
Q1 		$3.58M Buy
65,520
+5,104
+8% +$277K 0.63% 35
2022
Q4 		$3.29M Sell
60,416
-4,903
-8% -$266K 0.66% 35
2022
Q3 		$3.35M Sell
65,319
-1,191
-2% -$66.3K 0.73% 29
2022
Q2 		$3.69M Buy
66,510
+1,716
+3% +$99.3K 0.78% 31
2022
Q1 		$3.98M Buy
64,794
+6,258
+11% +$379K 0.72% 27
2021
Q4 		$3.7M Buy
58,536
+9,585
+20% +$590K 0.65% 31
2021
Q3 		$2.92M Buy
48,951
+45,221
+1,212% +$2.78M 0.58% 38
2021
Q2 		$226K Buy
+3,730
New +$222K 0.05% 172

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Means Investment Company's JEPI Position: Q1 2026 in Review

Means Investment Company reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.9% in Q1 2026, selling an estimated $124K and leaving 33,915 shares worth $1.92M. The position accounts for 0.17% of the portfolio, ranked #60.

Means Investment Company first reported a position in JEPI in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.02M in Q4 2024. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Means Investment Company held 33,915 shares of JPMorgan Equity Premium Income ETF worth $1.92M as of Q1 2026.
  • Means Investment Company sold 2,126 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $124K.
  • JPMorgan Equity Premium Income ETF made up 0.17% of Means Investment Company's portfolio in Q1 2026, its #60 holding.
  • Means Investment Company first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 20 quarters since.
  • Means Investment Company's JPMorgan Equity Premium Income ETF position peaked at $4.02M in Q4 2024.
  • 1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.