PKS Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

PKS Advisory Services’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	$1.41M	Buy	24,963 +618	+3%	+$36K	0.33%	59
2025 Q4	$1.39M	Buy	24,345 +1,433	+6%	+$81.8K	0.32%	63
2025 Q3	$1.31M	Sell	22,912 -18	-0.1%	-$1.02K	0.27%	62
2025 Q2	$1.3M	Sell	22,930 -9,526	-29%	-$528K	0.32%	61
2025 Q1	$1.85M	Sell	32,456 -723	-2%	-$42.1K	0.51%	43
2024 Q4	$1.91M	Buy	+33,179	New	+$1.97M	0.48%	35

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

PKS Advisory Services's JEPI Position: Q1 2026 in Review

PKS Advisory Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.5% in Q1 2026, buying an estimated $36K and bringing the position to 24,963 shares worth $1.41M. The position accounts for 0.33% of the portfolio, ranked #59.

PKS Advisory Services first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q4 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

PKS Advisory Services held 24,963 shares of JPMorgan Equity Premium Income ETF worth $1.41M as of Q1 2026.
PKS Advisory Services bought 618 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $36K.
JPMorgan Equity Premium Income ETF made up 0.33% of PKS Advisory Services's portfolio in Q1 2026, its #59 holding.
PKS Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $1.91M in Q4 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.