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

Merkkuri 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	$5.09M	Buy	89,883 +462	+0.5%	+$26.9K	3.37%	7
2025 Q4	$5.12M	Sell	89,421 -453	-0.5%	-$25.9K	3.48%	7
2025 Q3	$5.13M	Buy	89,874 +5,517	+7%	+$313K	3.72%	6
2025 Q2	$4.8M	Buy	84,357 +11,245	+15%	+$623K	3.64%	7
2025 Q1	$4.18M	Buy	73,112 +1,091	+2%	+$63.6K	3.58%	6
2024 Q4	$4.14M	Buy	72,021 +5,789	+9%	+$344K	3.28%	8
2024 Q3	$3.94M	Buy	66,232 +6,731	+11%	+$387K	3.11%	10
2024 Q2	$3.37M	Buy	+59,501	New	+$3.37M	3.1%	10

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 $2.28B AUM 12.16% 1-Year Est. Return

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

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

Merkkuri Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.52% in Q1 2026, buying an estimated $26.9K and bringing the position to 89,883 shares worth $5.09M. The position accounts for 3.37% of the portfolio, ranked #7.

Merkkuri Wealth Advisors first reported a position in JEPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.13M in Q3 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Merkkuri Wealth Advisors held 89,883 shares of JPMorgan Equity Premium Income ETF worth $5.09M as of Q1 2026.
Merkkuri Wealth Advisors bought 462 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $26.9K.
JPMorgan Equity Premium Income ETF made up 3.37% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Merkkuri Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Merkkuri Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.13M in Q3 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.