Murphy & Mullick Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Murphy & Mullick Capital 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	$1.32M	Buy	23,212 +1,536	+7%	+$89.4K	0.97%	25
2025 Q4	$1.24M	Sell	21,676 -157	-0.7%	-$8.96K	0.89%	27
2025 Q3	$1.24M	Buy	21,833 +1,773	+9%	+$101K	0.92%	25
2025 Q2	$1.14M	Buy	20,060 +5,737	+40%	+$318K	0.92%	25
2025 Q1	$818K	Buy	14,323 +2,869	+25%	+$167K	0.79%	31
2024 Q4	$663K	Buy	+11,454	New	+$680K	0.61%	39

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 $2.28B AUM 12.16% 1-Year Est. Return

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

Murphy & Mullick Capital Management's JEPI Position: Q1 2026 in Review

Murphy & Mullick Capital Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.1% in Q1 2026, buying an estimated $89.4K and bringing the position to 23,212 shares worth $1.32M. The position accounts for 0.97% of the portfolio, ranked #25.

Murphy & Mullick Capital Management first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Murphy & Mullick Capital Management held 23,212 shares of JPMorgan Equity Premium Income ETF worth $1.32M as of Q1 2026.
Murphy & Mullick Capital Management bought 1,536 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $89.4K.
JPMorgan Equity Premium Income ETF made up 0.97% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #25 holding.
Murphy & Mullick Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.