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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MONECO Advisors's JEPI Position: Q2 2025 in Review

MONECO Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 9,947 shares — an estimated $568K sold.

MONECO Advisors first reported a position in JEPI in Q2 2023 and held it in 8 quarters. The position peaked at $794K in Q1 2024. 1,287 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

MONECO Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
MONECO Advisors sold 9,947 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $568K.
MONECO Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 8 quarters.
MONECO Advisors's JPMorgan Equity Premium Income ETF position peaked at $794K in Q1 2024.
1,287 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on MONECO Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.