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

New Insight 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
2026 Q1	$1.11M	Buy	19,661 +7,409	+60%	+$431K	0.4%	53
2025 Q4	$701K	Buy	12,252 +6,250	+104%	+$357K	0.25%	61
2025 Q3	$343K	Buy	6,002 +1,435	+31%	+$81.5K	0.13%	89
2025 Q2	$260K	Buy	+4,567	New	+$253K	0.11%	94

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

New Insight Wealth Advisors's JEPI Position: Q1 2026 in Review

New Insight Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 60% in Q1 2026, buying an estimated $431K and bringing the position to 19,661 shares worth $1.11M. The position accounts for 0.4% of the portfolio, ranked #53.

New Insight Wealth Advisors first reported a position in JEPI in Q2 2025 and has held it in 4 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

New Insight Wealth Advisors held 19,661 shares of JPMorgan Equity Premium Income ETF worth $1.11M as of Q1 2026.
New Insight Wealth Advisors bought 7,409 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $431K.
JPMorgan Equity Premium Income ETF made up 0.4% of New Insight Wealth Advisors's portfolio in Q1 2026, its #53 holding.
New Insight Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 4 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.