Prosperitas Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Prosperitas Financial’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	$1.5M	Buy	26,518 +441	+2%	+$25.7K	0.56%	37
2025 Q4	$1.49M	Buy	26,077 +980	+4%	+$56K	0.58%	36
2025 Q3	$1.43M	Buy	25,097 +700	+3%	+$39.8K	0.59%	36
2025 Q2	$1.39M	Buy	24,397 +1,093	+5%	+$60.5K	0.65%	34
2025 Q1	$1.33M	Buy	+23,304	New	+$1.36M	0.69%	34

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 $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Prosperitas Financial's JEPI Position: Q1 2026 in Review

Prosperitas Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.7% in Q1 2026, buying an estimated $25.7K and bringing the position to 26,518 shares worth $1.5M. The position accounts for 0.56% of the portfolio, ranked #37.

Prosperitas Financial first reported a position in JEPI in Q1 2025 and has held it in 5 quarters since. 1,410 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Prosperitas Financial held 26,518 shares of JPMorgan Equity Premium Income ETF worth $1.5M as of Q1 2026.
Prosperitas Financial bought 441 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $25.7K.
JPMorgan Equity Premium Income ETF made up 0.56% of Prosperitas Financial's portfolio in Q1 2026, its #37 holding.
Prosperitas Financial first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
1,410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Prosperitas Financial's 13F filing for Q1 2026, filed 15 May 2026.