Resolute Wealth Strategies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Resolute Wealth Strategies’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	$804K	Buy	14,190 +262	+2%	+$15.2K	0.35%	44
2025 Q4	$797K	Sell	13,928 -259	-2%	-$14.8K	0.35%	44
2025 Q3	$810K	Sell	14,187 -2,927	-17%	-$166K	0.37%	45
2025 Q2	$973K	Buy	17,114 +333	+2%	+$18.4K	0.52%	31
2025 Q1	$959K	Sell	16,781 -606	-3%	-$35.3K	0.54%	35
2024 Q4	$1M	Sell	17,387 -1,895	-10%	-$113K	0.51%	32
2024 Q3	$1.15M	Sell	19,282 -2,852	-13%	-$164K	0.6%	27
2024 Q2	$1.25M	Sell	22,134 -2,733	-11%	-$155K	0.72%	26
2024 Q1	$1.44M	Sell	24,867 -548	-2%	-$30.9K	0.87%	27
2023 Q4	$1.4M	Buy	25,415 +233	+0.9%	+$12.6K	0.95%	24
2023 Q3	$1.35M	Buy	25,182 +1,246	+5%	+$68.7K	1.01%	24
2023 Q2	$1.32M	Buy	23,936 +231	+1%	+$12.6K	1.03%	23
2023 Q1	$1.29M	Buy	+23,705	New	+$1.29M	1.1%	21

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 $2.42B AUM 17.68% 1-Year Est. Return

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

Resolute Wealth Strategies's JEPI Position: Q1 2026 in Review

Resolute Wealth Strategies increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.9% in Q1 2026, buying an estimated $15.2K and bringing the position to 14,190 shares worth $804K. The position accounts for 0.35% of the portfolio, ranked #44.

Resolute Wealth Strategies first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.44M in Q1 2024. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Resolute Wealth Strategies held 14,190 shares of JPMorgan Equity Premium Income ETF worth $804K as of Q1 2026.
Resolute Wealth Strategies bought 262 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $15.2K.
JPMorgan Equity Premium Income ETF made up 0.35% of Resolute Wealth Strategies's portfolio in Q1 2026, its #44 holding.
Resolute Wealth Strategies first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
Resolute Wealth Strategies's JPMorgan Equity Premium Income ETF position peaked at $1.44M in Q1 2024.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

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