Moneta Group Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Moneta Group Investment 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	$1.42M	Buy	25,023 +6,236	+33%	+$363K	0.01%	312
2025 Q4	$1.08M	Buy	18,787 +6,257	+50%	+$357K	0.01%	348
2025 Q3	$715K	Buy	12,530 +6,664	+114%	+$378K	0.01%	415
2025 Q2	$333K	Buy	5,866 +331	+6%	+$18.3K	﹤0.01%	535
2025 Q1	$316K	Buy	+5,535	New	+$322K	﹤0.01%	514
2023 Q3	–	Sell	-8,357	Closed	-$462K	–	551
2023 Q2	$462K	Hold	8,357	–	–	0.01%	334
2023 Q1	$456K	Buy	+8,357	New	+$453K	0.01%	332

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 $2.42B AUM 17.68% 1-Year Est. Return

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

Moneta Group Investment Advisors's JEPI Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 33% in Q1 2026, buying an estimated $363K and bringing the position to 25,023 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #312.

Moneta Group Investment Advisors first reported a position in JEPI in Q1 2023 and has held it in 7 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Moneta Group Investment Advisors held 25,023 shares of JPMorgan Equity Premium Income ETF worth $1.42M as of Q1 2026.
Moneta Group Investment Advisors bought 6,236 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $363K.
JPMorgan Equity Premium Income ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #312 holding.
Moneta Group Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 7 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.