MA
JEPI icon

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

MONECO 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
2025
Q2 		– Sell
-9,947
Closed -$568K – 477
2025
Q1 		$568K Buy
9,947
+683
+7% +$39.8K 0.06% 256
2024
Q4 		$533K Sell
9,264
-3,525
-28% -$209K 0.06% 268
2024
Q3 		$761K Buy
12,789
+233
+2% +$13.4K 0.09% 193
2024
Q2 		$712K Sell
12,556
-1,169
-9% -$66.1K 0.1% 186
2024
Q1 		$794K Buy
13,725
+2,164
+19% +$122K 0.13% 180
2023
Q4 		$636K Buy
11,561
+7,674
+197% +$414K 0.12% 187
2023
Q3 		$208K Buy
3,887
+261
+7% +$14.4K 0.06% 318
2023
Q2 		$201K Buy
+3,626
New +$198K 0.05% 330

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 $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return