Prosperity Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Prosperity Wealth Management’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
2025 Q4	$995K	Sell	17,384 -1,724	-9%	-$98.4K	0.33%	63
2025 Q3	$1.09M	Sell	19,108 -4,516	-19%	-$256K	0.37%	57
2025 Q2	$1.34M	Buy	23,624 +6,507	+38%	+$360K	0.5%	38
2025 Q1	$978K	Sell	17,117 -67	-0.4%	-$3.9K	0.46%	43
2024 Q4	$989K	Sell	17,184 -13,205	-43%	-$784K	0.41%	41
2024 Q3	$1.81M	Sell	30,389 -1,493	-5%	-$85.9K	0.72%	21
2024 Q2	$1.81M	Sell	31,882 -1,391	-4%	-$78.7K	0.89%	17
2024 Q1	$1.93M	Buy	33,273 +644	+2%	+$36.3K	0.91%	18
2023 Q4	$1.79M	Sell	32,629 -7,183	-18%	-$387K	1.17%	18
2023 Q3	$2.13M	Buy	39,812 +5,347	+16%	+$295K	1.37%	13
2023 Q2	$1.91M	Buy	34,465 +13,578	+65%	+$741K	1.23%	13
2023 Q1	$1.14M	Sell	20,887 -2,837	-12%	-$154K	0.9%	23
2022 Q4	$1.29M	Buy	+23,724	New	+$1.29M	1.22%	22

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prosperity Wealth Management's JEPI Position: Q4 2025 in Review

Prosperity Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 9% in Q4 2025, selling an estimated $98.4K and leaving 17,384 shares worth $995K. The position accounts for 0.33% of the portfolio, ranked #63.

Prosperity Wealth Management first reported a position in JEPI in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.13M in Q3 2023. 1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Prosperity Wealth Management held 17,384 shares of JPMorgan Equity Premium Income ETF worth $995K as of Q4 2025.
Prosperity Wealth Management sold 1,724 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $98.4K.
JPMorgan Equity Premium Income ETF made up 0.33% of Prosperity Wealth Management's portfolio in Q4 2025, its #63 holding.
Prosperity Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 13 quarters since.
Prosperity Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $2.13M in Q3 2023.
1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.