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

Moser Wealth 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	$2.97M	Sell	52,300 -450	-0.9%	-$24.9K	1.43%	18
2025 Q1	$3.01M	Buy	52,750 +5,275	+11%	+$307K	1.58%	17
2024 Q4	$2.73M	Buy	47,475 +2,750	+6%	+$163K	1.42%	16
2024 Q3	$2.66M	Buy	44,725 +5,280	+13%	+$304K	1.38%	20
2024 Q2	$2.24M	Buy	39,445 +4,250	+12%	+$240K	1.22%	22
2024 Q1	$2.04M	Buy	35,195 +6,050	+21%	+$341K	1.13%	24
2023 Q4	$1.6M	Buy	29,145 +600	+2%	+$32.4K	1.02%	23
2023 Q3	$1.53M	Buy	28,545 +1,030	+4%	+$56.8K	1.07%	26
2023 Q2	$1.52M	Buy	+27,515	New	+$1.5M	1.02%	27
2022 Q4	$1.37M	Buy	25,180 +7,100	+39%	+$386K	1.03%	28
2022 Q3	$926K	Buy	18,080 +3,450	+24%	+$192K	0.72%	37
2022 Q2	$811K	Buy	14,630 +4,930	+51%	+$285K	0.6%	43
2022 Q1	$596K	Buy	+9,700	New	+$587K	0.37%	51

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

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

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

Moser Wealth Advisors's JEPI Position: Q2 2025 in Review

Moser Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.85% in Q2 2025, selling an estimated $24.9K and leaving 52,300 shares worth $2.97M. The position accounts for 1.43% of the portfolio, ranked #18.

Moser Wealth Advisors first reported a position in JEPI in Q1 2022 and has held it in 13 quarters since. The position peaked at $3.01M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Moser Wealth Advisors held 52,300 shares of JPMorgan Equity Premium Income ETF worth $2.97M as of Q2 2025.
Moser Wealth Advisors sold 450 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $24.9K.
JPMorgan Equity Premium Income ETF made up 1.43% of Moser Wealth Advisors's portfolio in Q2 2025, its #18 holding.
Moser Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 13 quarters since.
Moser Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.01M in Q1 2025.
1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.