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

Root Financial Partners’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 		$15.4K Sell
272
-1,387
-84% -$80.7K ﹤0.01% 1470
2025
Q4 		$95K Sell
1,659
-136
-8% -$7.77K ﹤0.01% 484
2025
Q3 		$102K Buy
+1,795
New +$102K 0.01% 435

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

Root Financial Partners's JEPI Position: Q1 2026 in Review

Root Financial Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 84% in Q1 2026, selling an estimated $80.7K and leaving 272 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Root Financial Partners first reported a position in JEPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $102K in Q3 2025. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Root Financial Partners held 272 shares of JPMorgan Equity Premium Income ETF worth $15.4K as of Q1 2026.
  • Root Financial Partners sold 1,387 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $80.7K.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1470 holding.
  • Root Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's JPMorgan Equity Premium Income ETF position peaked at $102K in Q3 2025.
  • 1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.