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Oliver Lagore Vanvalin Investment Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		$32.3K Buy
+565
New +$31.3K 0.01% 299
2024
Q4 		$36.2K Buy
630
+100
+19% +$5.94K 0.01% 289
2024
Q3 		$31.5K Hold
530
– – 0.01% 295
2024
Q2 		$30K Hold
530
– – 0.01% 292
2024
Q1 		$30.7K Hold
530
– – 0.01% 292
2023
Q4 		$29.1K Sell
530
-1,197
-69% -$64.5K 0.01% 272
2023
Q3 		$92.5K Buy
1,727
+537
+45% +$29.6K 0.04% 172
2023
Q2 		$65.8K Buy
1,190
+190
+19% +$10.4K 0.02% 218
2023
Q1 		$54.6K Buy
+1,000
New +$54.3K 0.02% 190

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's JEPI Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025: 565 shares worth $32.3K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in JEPI as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in JEPI in Q1 2023 and has held it in 9 quarters since. The position peaked at $92.5K in Q3 2023. 1,284 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 565 shares of JPMorgan Equity Premium Income ETF worth $32.3K as of Q2 2025.
  • JPMorgan Equity Premium Income ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #299 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 9 quarters since.
  • Oliver Lagore Vanvalin Investment Group's JPMorgan Equity Premium Income ETF position peaked at $92.5K in Q3 2023.
  • 1,284 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.