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

Medallion 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
2026 Q1	$82.2K	Sell	1,451 -1,449	-50%	-$84.3K	0.03%	388
2025 Q4	$166K	Sell	2,900 -133	-4%	-$7.59K	0.06%	266
2025 Q3	$173K	Buy	3,033 +348	+13%	+$19.8K	0.06%	250
2025 Q2	$152K	Sell	2,685 -20	-0.7%	-$1.11K	0.06%	272
2025 Q1	$154K	Buy	2,705 +442	+20%	+$25.8K	0.07%	238
2024 Q4	$130K	Buy	+2,263	New	+$134K	0.06%	252

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 $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

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

Medallion Wealth Advisors's JEPI Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 50% in Q1 2026, selling an estimated $84.3K and leaving 1,451 shares worth $82.2K. The position accounts for 0.03% of the portfolio, ranked #388.

Medallion Wealth Advisors first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $173K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Medallion Wealth Advisors held 1,451 shares of JPMorgan Equity Premium Income ETF worth $82.2K as of Q1 2026.
Medallion Wealth Advisors sold 1,449 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $84.3K.
JPMorgan Equity Premium Income ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #388 holding.
Medallion Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $173K in Q3 2025.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.