Morton Brown Family Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-408	Closed	-$23.2K	–	299
2025 Q2	$23.2K	Hold	408	–	–	0.01%	139
2025 Q1	$23.3K	Buy	408 +1	+0.2%	+$58	0.01%	137
2024 Q4	$23.4K	Hold	407	–	–	0.01%	133
2024 Q3	$24.2K	Hold	407	–	–	0.01%	126
2024 Q2	$23.2K	Buy	+407	New	+$23K	0.01%	123

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morton Brown Family Wealth's JEPI Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 408 shares — an estimated $23.2K sold.

Morton Brown Family Wealth first reported a position in JEPI in Q2 2024 and held it in 5 quarters. The position peaked at $24.2K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Morton Brown Family Wealth reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 408 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $23.2K.
Morton Brown Family Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and held it in 5 quarters.
Morton Brown Family Wealth's JPMorgan Equity Premium Income ETF position peaked at $24.2K in Q3 2024.
1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.