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

Painted Porch 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
2025 Q4	–	Sell	-322	Closed	-$18.4K	–	255
2025 Q3	$18.4K	Buy	322 +7	+2%	+$398	0.01%	241
2025 Q2	$17.9K	Sell	315 -514	-62%	-$28.5K	0.01%	234
2025 Q1	$47.4K	Buy	829 +285	+52%	+$16.6K	0.02%	154
2024 Q4	$31.3K	Sell	544 -38	-7%	-$2.26K	0.02%	187
2024 Q3	$34.6K	Sell	582 -210	-27%	-$12.1K	0.02%	173
2024 Q2	$44.9K	Buy	+792	New	+$44.8K	0.03%	138

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NFA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Painted Porch Advisors's JEPI Position: Q4 2025 in Review

Painted Porch Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025, closing a stake of 322 shares — an estimated $18.4K sold.

Painted Porch Advisors first reported a position in JEPI in Q2 2024 and held it in 6 quarters. The position peaked at $47.4K in Q1 2025. 1,388 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Painted Porch Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 322 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $18.4K.
Painted Porch Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's JPMorgan Equity Premium Income ETF position peaked at $47.4K in Q1 2025.
1,388 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.