Personal CFO Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Personal CFO Solutions’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	$617K	Sell	10,893 -810	-7%	-$47.1K	0.09%	208
2025 Q4	$670K	Sell	11,703 -4,210	-26%	-$240K	0.11%	184
2025 Q3	$909K	Buy	15,913 +2,461	+18%	+$140K	0.16%	127
2025 Q2	$765K	Buy	13,452 +1,714	+15%	+$95K	0.14%	156
2025 Q1	$671K	Sell	11,738 -225	-2%	-$13.1K	0.14%	164
2024 Q4	$688K	Buy	11,963 +2,925	+32%	+$174K	0.14%	162
2024 Q3	$538K	Sell	9,038 -606	-6%	-$34.9K	0.08%	249
2024 Q2	$547K	Sell	9,644 -506	-5%	-$28.6K	0.08%	234
2024 Q1	$587K	Sell	10,150 -90,744	-90%	-$5.11M	0.09%	214
2023 Q4	$5.55M	Sell	100,894 -2,435	-2%	-$131K	0.96%	17
2023 Q3	$5.53M	Sell	103,329 -8,213	-7%	-$453K	1.09%	16
2023 Q2	$6.17M	Buy	111,542 +3,011	+3%	+$164K	1.25%	16
2023 Q1	$5.93M	Buy	108,531 +6,600	+6%	+$358K	1.22%	14
2022 Q4	$5.55M	Buy	101,931 +3,976	+4%	+$216K	1.18%	13
2022 Q3	$5.02M	Buy	97,955 +320	+0.3%	+$17.8K	1.26%	16
2022 Q2	$5.41M	Buy	97,635 +1,800	+2%	+$104K	1.27%	15
2022 Q1	$5.88M	Buy	+95,835	New	+$5.8M	1.16%	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

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 $2.28B AUM 12.16% 1-Year Est. Return

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

Personal CFO Solutions's JEPI Position: Q1 2026 in Review

Personal CFO Solutions reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.9% in Q1 2026, selling an estimated $47.1K and leaving 10,893 shares worth $617K. The position accounts for 0.09% of the portfolio, ranked #208.

Personal CFO Solutions first reported a position in JEPI in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.17M in Q2 2023. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Personal CFO Solutions held 10,893 shares of JPMorgan Equity Premium Income ETF worth $617K as of Q1 2026.
Personal CFO Solutions sold 810 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $47.1K.
JPMorgan Equity Premium Income ETF made up 0.09% of Personal CFO Solutions's portfolio in Q1 2026, its #208 holding.
Personal CFO Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 17 quarters since.
Personal CFO Solutions's JPMorgan Equity Premium Income ETF position peaked at $6.17M in Q2 2023.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.