ORG Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

ORG Partners’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	$219K	Buy	+3,824	New	+$218K	0.04%	319
2025 Q2	–	Sell	-1,410	Closed	-$80K	–	1572
2025 Q1	$80K	Sell	1,410 -15,031	-91%	-$876K	0.02%	419
2024 Q4	$948K	Sell	16,441 -3,309	-17%	-$196K	0.13%	120
2024 Q3	$1.18M	Buy	19,750 +557	+3%	+$32K	0.19%	96
2024 Q2	$1.08M	Buy	+19,193	New	+$1.09M	0.13%	136
2024 Q1	–	Sell	-18,067	Closed	-$993K	–	818
2023 Q4	$993K	Buy	18,067 +7,116	+65%	+$384K	0.17%	116
2023 Q3	$587K	Sell	10,951 -5,533	-34%	-$305K	0.17%	130
2023 Q2	$907K	Buy	+16,484	New	+$900K	0.15%	132

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 $2.28B AUM 12.16% 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

ORG Partners's JEPI Position: Q4 2025 in Review

ORG Partners opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025: 3,824 shares worth $219K. The stake represents 0.04% of the portfolio and ranks #319 among its holdings. This is a return to the name: ORG Partners previously reported a position in JEPI as recently as Q1 2025.

ORG Partners first reported a position in JEPI in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2024. 1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

ORG Partners held 3,824 shares of JPMorgan Equity Premium Income ETF worth $219K as of Q4 2025.
JPMorgan Equity Premium Income ETF was a new ORG Partners position in Q4 2025.
JPMorgan Equity Premium Income ETF made up 0.04% of ORG Partners's portfolio in Q4 2025, its #319 holding.
ORG Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 8 quarters since.
ORG Partners's JPMorgan Equity Premium Income ETF position peaked at $1.18M in Q3 2024.
1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.