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

Prime Capital 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 		$28.4M Buy
500,267
+312,018
+166% +$18.2M 0.33% 76
2025
Q4 		$10.8M Sell
188,249
-12,074
-6% -$689K 0.13% 125
2025
Q3 		$11.4M Sell
200,323
-31,045
-13% -$1.76M 0.14% 119
2025
Q2 		$13.2M Sell
231,368
-704,654
-75% -$39M 0.17% 97
2025
Q1 		$53.5M Buy
936,022
+426,917
+84% +$24.9M 0.62% 38
2024
Q4 		$29.3M Buy
509,105
+6,902
+1% +$410K 0.43% 52
2024
Q3 		$29.9M Sell
502,203
-2,029
-0.4% -$117K 0.43% 53
2024
Q2 		$28.6M Sell
504,232
-20,020
-4% -$1.13M 0.42% 52
2024
Q1 		$30.3M Buy
524,252
+31,027
+6% +$1.75M 0.42% 53
2023
Q4 		$27.1M Sell
493,225
-99,417
-17% -$5.36M 0.41% 57
2023
Q3 		$31.7M Sell
592,642
-123,270
-17% -$6.79M 0.65% 33
2023
Q2 		$39.6M Buy
715,912
+426,952
+148% +$23.3M 0.78% 26
2023
Q1 		$15.8M Sell
288,960
-407,771
-59% -$22.1M 0.65% 33
2022
Q4 		$38M Buy
696,731
+449,884
+182% +$24.4M 1.44% 10
2022
Q3 		$12.6M Buy
246,847
+19,084
+8% +$1.06M 0.73% 26
2022
Q2 		$12.6M Buy
227,763
+212,287
+1,372% +$12.3M 0.75% 21
2022
Q1 		$978K Sell
15,476
-21,251
-58% -$1.29M 0.05% 176
2021
Q4 		$2.32M Buy
36,727
+7,840
+27% +$483K 0.12% 125
2021
Q3 		$1.72M Sell
28,887
-15,575
-35% -$958K 0.11% 142
2021
Q2 		$2.69M Sell
44,462
-3,048
-6% -$181K 0.16% 124
2021
Q1 		$2.76M Sell
47,510
-1,073
-2% -$60.2K 0.2% 103
2020
Q4 		$2.71M Buy
48,583
+42,317
+675% +$2.31M 0.21% 93
2020
Q3 		$334K Buy
+6,266
New +$332K 0.03% 214

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Prime Capital Investment Advisors's JEPI Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 166% in Q1 2026, buying an estimated $18.2M and bringing the position to 500,267 shares worth $28.4M. The position accounts for 0.33% of the portfolio, ranked #76.

Prime Capital Investment Advisors first reported a position in JEPI in Q3 2020 and has held it in 23 quarters since. The position peaked at $53.5M in Q1 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Prime Capital Investment Advisors held 500,267 shares of JPMorgan Equity Premium Income ETF worth $28.4M as of Q1 2026.
  • Prime Capital Investment Advisors bought 312,018 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $18.2M.
  • JPMorgan Equity Premium Income ETF made up 0.33% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #76 holding.
  • Prime Capital Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2020 and has held it in 23 quarters since.
  • Prime Capital Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $53.5M in Q1 2025.
  • 1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.