Paladin Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Paladin Advisory 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	–	Sell	-290	Closed	-$16.6K	–	247
2025 Q3	$16.6K	Sell	290 -21,925	-99%	-$1.25M	0.01%	186
2025 Q2	$1.26M	Sell	22,215 -848	-4%	-$47K	0.96%	33
2025 Q1	$1.32M	Buy	23,063 +1,186	+5%	+$69.1K	1.05%	32
2024 Q4	$1.26M	Sell	21,877 -18	-0.1%	-$1.07K	0.96%	33
2024 Q3	$1.3M	Sell	21,895 -7,487	-25%	-$431K	0.96%	33
2024 Q2	$1.65M	Sell	29,382 -37,300	-56%	-$2.11M	1.29%	26
2024 Q1	$3.82M	Buy	66,682 +1,537	+2%	+$86.6K	3.02%	7
2023 Q4	$3.58M	Buy	65,145 +5,210	+9%	+$281K	2.96%	8
2023 Q3	$3.21M	Buy	59,935 +789	+1%	+$43.5K	2.71%	9
2023 Q2	$3.27M	Sell	59,146 -744	-1%	-$40.6K	2.62%	10
2023 Q1	$3.27M	Buy	+59,890	New	+$3.25M	2.72%	8
2022 Q2	–	Sell	-32,440	Closed	-$1.88M	–	401
2022 Q1	$1.98M	Buy	+32,440	New	+$1.96M	1.61%	18

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

Paladin Advisory Group's JEPI Position: Q4 2025 in Review

Paladin Advisory Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025, closing a stake of 290 shares — an estimated $16.6K sold.

Paladin Advisory Group first reported a position in JEPI in Q1 2022 and held it in 12 quarters. The position peaked at $3.82M in Q1 2024. 1,382 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Paladin Advisory Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Paladin Advisory Group sold 290 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $16.6K.
Paladin Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and held it in 12 quarters.
Paladin Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $3.82M in Q1 2024.
1,382 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Paladin Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.