Principle Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Principle Wealth Partners’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	$5.5M	Buy	97,105 +1,850	+2%	+$108K	0.31%	65
2025 Q4	$5.45M	Sell	95,255 -16,487	-15%	-$941K	0.31%	62
2025 Q3	$6.38M	Buy	111,742 +38	+0%	+$2.16K	0.37%	51
2025 Q2	$6.35M	Sell	111,704 -10,124	-8%	-$561K	0.4%	50
2025 Q1	$6.96M	Buy	121,828 +9,432	+8%	+$550K	0.5%	45
2024 Q4	$6.47M	Buy	112,396 +1,820	+2%	+$108K	0.45%	50
2024 Q3	$6.58M	Buy	110,576 +4,104	+4%	+$236K	0.47%	50
2024 Q2	$6.03M	Buy	106,472 +432	+0.4%	+$24.4K	0.46%	50
2024 Q1	$6.14M	Buy	106,040 +2,175	+2%	+$123K	0.48%	52
2023 Q4	$5.71M	Sell	103,865 -3,664	-3%	-$198K	0.49%	51
2023 Q3	$5.76M	Buy	107,529 +100,771	+1,491%	+$5.55M	0.58%	48
2023 Q2	$374K	Buy	6,758 +1,421	+27%	+$77.6K	0.04%	235
2023 Q1	$291K	Sell	5,337 -736	-12%	-$39.9K	0.03%	260
2022 Q4	$331K	Buy	6,073 +667	+12%	+$36.2K	0.04%	236
2022 Q3	$277	Buy	5,406 +1,543	+40%	+$85.9K	0.03%	242
2022 Q2	$214K	Buy	+3,863	New	+$224K	0.03%	289

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

Principle Wealth Partners's JEPI Position: Q1 2026 in Review

Principle Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.9% in Q1 2026, buying an estimated $108K and bringing the position to 97,105 shares worth $5.5M. The position accounts for 0.31% of the portfolio, ranked #65.

Principle Wealth Partners first reported a position in JEPI in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.96M in Q1 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Principle Wealth Partners held 97,105 shares of JPMorgan Equity Premium Income ETF worth $5.5M as of Q1 2026.
Principle Wealth Partners bought 1,850 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $108K.
JPMorgan Equity Premium Income ETF made up 0.31% of Principle Wealth Partners's portfolio in Q1 2026, its #65 holding.
Principle Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 16 quarters since.
Principle Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $6.96M in Q1 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.