Mission Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mission Wealth Management’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	$503K	Buy	8,876 +3,301	+59%	+$192K	0.01%	486
2025 Q4	$319K	Sell	5,575 -1,994	-26%	-$114K	0.01%	599
2025 Q3	$432K	Sell	7,569 -15,170	-67%	-$861K	0.01%	520
2025 Q2	$1.29M	Sell	22,739 -4,967	-18%	-$275K	0.03%	281
2025 Q1	$1.58M	Buy	27,706 +3,488	+14%	+$203K	0.04%	219
2024 Q4	$1.39M	Buy	24,218 +1,006	+4%	+$59.7K	0.03%	224
2024 Q3	$1.38M	Buy	23,212 +1,262	+6%	+$72.6K	0.03%	233
2024 Q2	$1.24M	Sell	21,950 -8,696	-28%	-$492K	0.03%	231
2024 Q1	$1.77M	Buy	30,646 +1,271	+4%	+$71.6K	0.05%	198
2023 Q4	$1.62M	Sell	29,375 -7,852	-21%	-$423K	0.05%	172
2023 Q3	$1.99M	Buy	37,227 +480	+1%	+$26.4K	0.07%	134
2023 Q2	$2.03M	Sell	36,747 -3,962	-10%	-$216K	0.08%	129
2023 Q1	$2.22M	Sell	40,709 -23,770	-37%	-$1.29M	0.09%	121
2022 Q4	$3.51M	Buy	64,479 +35,462	+122%	+$1.93M	0.17%	77
2022 Q3	$1.49M	Buy	29,017 +19,521	+206%	+$1.09M	0.08%	135
2022 Q2	$527K	Buy	+9,496	New	+$550K	0.03%	286

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

Mission Wealth Management's JEPI Position: Q1 2026 in Review

Mission Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 59% in Q1 2026, buying an estimated $192K and bringing the position to 8,876 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #486.

Mission Wealth Management first reported a position in JEPI in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.51M in Q4 2022. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Mission Wealth Management held 8,876 shares of JPMorgan Equity Premium Income ETF worth $503K as of Q1 2026.
Mission Wealth Management bought 3,301 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $192K.
JPMorgan Equity Premium Income ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #486 holding.
Mission Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
Mission Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $3.51M in Q4 2022.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.