Panoramic Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Panoramic Investment 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
2026 Q1	$3.17M	Buy	55,864 +3,011	+6%	+$175K	1.71%	13
2025 Q4	$3.03M	Sell	52,853 -458	-0.9%	-$26.2K	1.64%	16
2025 Q3	$3.04M	Buy	53,311 +2,817	+6%	+$160K	1.71%	16
2025 Q2	$2.87M	Buy	50,494 +813	+2%	+$45K	1.76%	16
2025 Q1	$2.84M	Sell	49,681 -792	-2%	-$46.1K	1.92%	13
2024 Q4	$2.9M	Buy	50,473 +2,065	+4%	+$123K	1.89%	13
2024 Q3	$2.88M	Buy	+48,408	New	+$2.78M	1.99%	11
2024 Q1	$2.65M	Buy	45,749 +5,257	+13%	+$296K	1.95%	12
2023 Q4	$2.23M	Buy	40,492 +6,061	+18%	+$327K	1.92%	13
2023 Q3	$1.84M	Buy	+34,431	New	+$1.9M	1.7%	17
2022 Q4	$620K	Buy	+11,375	New	+$618K	0.64%	43

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

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

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

Panoramic Investment Advisors's JEPI Position: Q1 2026 in Review

Panoramic Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.7% in Q1 2026, buying an estimated $175K and bringing the position to 55,864 shares worth $3.17M. The position accounts for 1.71% of the portfolio, ranked #13.

Panoramic Investment Advisors first reported a position in JEPI in Q4 2022 and has held it in 11 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Panoramic Investment Advisors held 55,864 shares of JPMorgan Equity Premium Income ETF worth $3.17M as of Q1 2026.
Panoramic Investment Advisors bought 3,011 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $175K.
JPMorgan Equity Premium Income ETF made up 1.71% of Panoramic Investment Advisors's portfolio in Q1 2026, its #13 holding.
Panoramic Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 11 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.