New Millennium Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

New Millennium Group’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 Q4	$4.89M	Buy	+85,515	New	+$4.88M	2.12%	17

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

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

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

NFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

New Millennium Group's JEPI Position: Q4 2025 in Review

New Millennium Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025: 85,515 shares worth $4.89M. The stake represents 2.12% of the portfolio and ranks #17 among its holdings.

1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

New Millennium Group held 85,515 shares of JPMorgan Equity Premium Income ETF worth $4.89M as of Q4 2025.
JPMorgan Equity Premium Income ETF was a new New Millennium Group position in Q4 2025.
JPMorgan Equity Premium Income ETF made up 2.12% of New Millennium Group's portfolio in Q4 2025, its #17 holding.
1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.