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

Regal 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 		$2.62M Buy
46,168
+362
+0.8% +$21.1K 0.15% 165
2025
Q4 		$2.62M Buy
45,806
+3,199
+8% +$183K 0.16% 154
2025
Q3 		$2.43M Buy
42,607
+160
+0.4% +$9.09K 0.16% 157
2025
Q2 		$2.41M Sell
42,447
-11,467
-21% -$635K 0.18% 138
2025
Q1 		$3.08M Sell
53,914
-103,771
-66% -$6.05M 0.25% 112
2024
Q4 		$9.07M Buy
157,685
+19,391
+14% +$1.15M 0.68% 33
2024
Q3 		$8.23M Buy
138,294
+11,771
+9% +$677K 0.58% 40
2024
Q2 		$7.17M Buy
126,523
+25,859
+26% +$1.46M 0.47% 56
2024
Q1 		$5.82M Buy
100,664
+22,773
+29% +$1.28M 0.4% 69
2023
Q4 		$4.28M Buy
77,891
+10,150
+15% +$547K 0.32% 91
2023
Q3 		$3.63M Buy
67,741
+6,472
+11% +$357K 0.31% 89
2023
Q2 		$3.39M Buy
61,269
+11,472
+23% +$626K 0.28% 92
2023
Q1 		$2.72M Buy
49,797
+26,913
+118% +$1.46M 0.24% 115
2022
Q4 		$1.25M Sell
22,884
-264
-1% -$14.3K 0.12% 164
2022
Q3 		$1.19M Buy
23,148
+4,912
+27% +$273K 0.13% 159
2022
Q2 		$1.01M Buy
18,236
+7,636
+72% +$442K 0.11% 181
2022
Q1 		$650K Buy
10,600
+1,848
+21% +$112K 0.06% 273
2021
Q4 		$553K Buy
8,752
+652
+8% +$40.2K 0.05% 317
2021
Q3 		$483K Buy
+8,100
New +$498K 0.05% 332

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

Regal Investment Advisors's JEPI Position: Q1 2026 in Review

Regal Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.79% in Q1 2026, buying an estimated $21.1K and bringing the position to 46,168 shares worth $2.62M. The position accounts for 0.15% of the portfolio, ranked #165.

Regal Investment Advisors first reported a position in JEPI in Q3 2021 and has held it in 19 quarters since. The position peaked at $9.07M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Regal Investment Advisors held 46,168 shares of JPMorgan Equity Premium Income ETF worth $2.62M as of Q1 2026.
  • Regal Investment Advisors bought 362 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $21.1K.
  • JPMorgan Equity Premium Income ETF made up 0.15% of Regal Investment Advisors's portfolio in Q1 2026, its #165 holding.
  • Regal Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Regal Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $9.07M in Q4 2024.
  • 1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.