Milestone Asset Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Milestone Asset Management Group’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	$1.25M	Buy	21,970 +1,197	+6%	+$69.6K	0.73%	38
2025 Q4	$1.19M	Buy	20,773 +7,899	+61%	+$451K	0.67%	40
2025 Q3	$735K	Buy	12,874 +869	+7%	+$49.4K	0.46%	57
2025 Q2	$682K	Buy	12,005 +381	+3%	+$21.1K	0.51%	53
2025 Q1	$664K	Buy	11,624 +164	+1%	+$9.55K	0.6%	52
2024 Q4	$659K	Buy	+11,460	New	+$680K	0.59%	50

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

Milestone Asset Management Group's JEPI Position: Q1 2026 in Review

Milestone Asset Management Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.8% in Q1 2026, buying an estimated $69.6K and bringing the position to 21,970 shares worth $1.25M. The position accounts for 0.73% of the portfolio, ranked #38.

Milestone Asset Management Group first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Milestone Asset Management Group held 21,970 shares of JPMorgan Equity Premium Income ETF worth $1.25M as of Q1 2026.
Milestone Asset Management Group bought 1,197 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $69.6K.
JPMorgan Equity Premium Income ETF made up 0.73% of Milestone Asset Management Group's portfolio in Q1 2026, its #38 holding.
Milestone Asset Management Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.