Park Edge Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Park Edge 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	-28,391	Closed	-$1.62M	–	155
2025 Q3	$1.62M	Buy	28,391 +1,609	+6%	+$91.4K	0.37%	54
2025 Q2	$1.52M	Buy	26,782 +1,320	+5%	+$73.1K	0.39%	49
2025 Q1	$1.45M	Buy	25,462 +2,388	+10%	+$139K	0.41%	45
2024 Q4	$1.33M	Buy	23,074 +2,658	+13%	+$158K	0.39%	50
2024 Q3	$1.21M	Buy	20,416 +3,250	+19%	+$187K	0.35%	64
2024 Q2	$973K	Buy	17,166 +3,017	+21%	+$171K	0.3%	59
2024 Q1	$819K	Buy	14,149 +7,257	+105%	+$409K	0.23%	63
2023 Q4	$379K	Buy	+6,892	New	+$372K	0.13%	83

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 22.96% 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

Park Edge Advisors's JEPI Position: Q4 2025 in Review

Park Edge Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025, closing a stake of 28,391 shares — an estimated $1.62M sold.

Park Edge Advisors first reported a position in JEPI in Q4 2023 and held it in 8 quarters. The position peaked at $1.62M in Q3 2025. 1,387 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Park Edge Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
Park Edge Advisors sold 28,391 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $1.62M.
Park Edge Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 8 quarters.
Park Edge Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.62M in Q3 2025.
1,387 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Park Edge Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.