Moseley Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Moseley Investment 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	$2.83M	Buy	49,896 +3,575	+8%	+$208K	0.9%	29
2025 Q4	$2.65M	Buy	46,321 +2,711	+6%	+$155K	0.82%	29
2025 Q3	$2.49M	Buy	43,610 +5,783	+15%	+$328K	0.76%	33
2025 Q2	$2.15M	Buy	37,827 +2,946	+8%	+$163K	0.74%	38
2025 Q1	$1.99M	Buy	34,881 +3,059	+10%	+$178K	0.78%	34
2024 Q4	$1.83M	Buy	31,822 +2,652	+9%	+$157K	0.71%	35
2024 Q3	$1.74M	Buy	29,170 +5,883	+25%	+$338K	0.69%	36
2024 Q2	$1.32M	Buy	23,287 +5,222	+29%	+$295K	0.61%	41
2024 Q1	$1.05M	Buy	18,065 +6,540	+57%	+$368K	0.52%	50
2023 Q4	$634K	Buy	11,525 +3,857	+50%	+$208K	0.35%	70
2023 Q3	$411K	Buy	7,668 +2,838	+59%	+$156K	0.25%	92
2023 Q2	$267K	Buy	+4,830	New	+$264K	0.16%	118

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

Moseley Investment Management's JEPI Position: Q1 2026 in Review

Moseley Investment Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.7% in Q1 2026, buying an estimated $208K and bringing the position to 49,896 shares worth $2.83M. The position accounts for 0.9% of the portfolio, ranked #29.

Moseley Investment Management first reported a position in JEPI in Q2 2023 and has held it in 12 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Moseley Investment Management held 49,896 shares of JPMorgan Equity Premium Income ETF worth $2.83M as of Q1 2026.
Moseley Investment Management bought 3,575 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $208K.
JPMorgan Equity Premium Income ETF made up 0.9% of Moseley Investment Management's portfolio in Q1 2026, its #29 holding.
Moseley Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.