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

Red Crane 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
2026 Q1	$786K	Buy	13,859 +279	+2%	+$16.2K	0.65%	37
2025 Q4	$777K	Buy	13,580 +38	+0.3%	+$2.17K	0.64%	36
2025 Q3	$773K	Sell	13,542 -2,397	-15%	-$136K	0.65%	35
2025 Q2	$906K	Sell	15,939 -5,209	-25%	-$289K	0.83%	31
2025 Q1	$1.21M	Buy	21,148 +404	+2%	+$23.5K	1.16%	27
2024 Q4	$1.19M	Buy	+20,744	New	+$1.23M	1.13%	26

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

Red Crane Wealth Management's JEPI Position: Q1 2026 in Review

Red Crane Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.1% in Q1 2026, buying an estimated $16.2K and bringing the position to 13,859 shares worth $786K. The position accounts for 0.65% of the portfolio, ranked #37.

Red Crane Wealth Management first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q1 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Red Crane Wealth Management held 13,859 shares of JPMorgan Equity Premium Income ETF worth $786K as of Q1 2026.
Red Crane Wealth Management bought 279 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $16.2K.
JPMorgan Equity Premium Income ETF made up 0.65% of Red Crane Wealth Management's portfolio in Q1 2026, its #37 holding.
Red Crane Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Red Crane Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $1.21M in Q1 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Red Crane Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.