Running Point Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Running Point Capital 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
2025 Q4	$15.8K	Hold	276	–	–	﹤0.01%	166
2025 Q3	$15.8K	Hold	276	–	–	﹤0.01%	172
2025 Q2	$15.7K	Hold	276	–	–	﹤0.01%	164
2025 Q1	$15.8K	Hold	276	–	–	0.01%	156
2024 Q4	$15.9K	Sell	276 -362	-57%	-$21.5K	0.01%	144
2024 Q3	$38K	Buy	638 +362	+131%	+$20.8K	0.01%	118
2024 Q2	$15.6K	Hold	276	–	–	0.01%	126
2024 Q1	$16K	Hold	276	–	–	0.01%	124
2023 Q4	$15.2K	Hold	276	–	–	0.01%	133
2023 Q3	$14.8K	Hold	276	–	–	0.01%	128
2023 Q2	$15.3K	Buy	+276	New	+$15.1K	0.01%	131

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

Running Point Capital Advisors's JEPI Position: Q4 2025 in Review

Running Point Capital Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q4 2025 at 276 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

Running Point Capital Advisors first reported a position in JEPI in Q2 2023 and has held it in 11 quarters since. The position peaked at $38K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

Running Point Capital Advisors held 276 shares of JPMorgan Equity Premium Income ETF worth $15.8K as of Q4 2025.
Running Point Capital Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q4 2025.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #166 holding.
Running Point Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 11 quarters since.
Running Point Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $38K in Q3 2024.
1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.