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

Nautilus 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 Q3	$276K	Sell	4,902 -330	-6%	-$18.8K	0.17%	147
2026 Q2	$297K	Sell	5,232 -100	-2%	-$5.65K	0.18%	142
2026 Q1	$302K	Buy	5,332 +919	+21%	+$53.5K	0.21%	122
2025 Q4	$253K	Buy	4,413 +8	+0.2%	+$457	0.16%	150
2025 Q3	$252K	Sell	4,405 -4,071	-48%	-$231K	0.17%	148
2025 Q2	$482K	Sell	8,476 -8,843	-51%	-$490K	0.35%	80
2025 Q1	$990K	Buy	17,319 +613	+4%	+$35.7K	0.82%	33
2024 Q4	$961K	Buy	+16,706	New	+$992K	0.77%	34

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Nautilus Advisors's JEPI Position: Q3 2026 in Review

Nautilus Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.3% in Q3 2026, selling an estimated $18.8K and leaving 4,902 shares worth $276K. The position accounts for 0.17% of the portfolio, ranked #147.

Nautilus Advisors first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $990K in Q1 2025. 1,040 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Nautilus Advisors held 4,902 shares of JPMorgan Equity Premium Income ETF worth $276K as of Q3 2026.
Nautilus Advisors sold 330 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $18.8K.
JPMorgan Equity Premium Income ETF made up 0.17% of Nautilus Advisors's portfolio in Q3 2026, its #147 holding.
Nautilus Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's JPMorgan Equity Premium Income ETF position peaked at $990K in Q1 2025.
1,040 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.