Sage Mountain Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sage Mountain 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	$105K	Hold	1,856	–	–	0.01%	223
2025 Q4	$106K	Hold	1,856	–	–	0.01%	503
2025 Q3	$106K	Hold	1,856	–	–	0.01%	490
2025 Q2	$106K	Sell	1,856 -872	-32%	-$48.3K	0.01%	438
2025 Q1	$156K	Hold	2,728	–	–	0.01%	391
2024 Q4	$157K	Hold	2,728	–	–	0.01%	388
2024 Q3	$162K	Hold	2,728	–	–	0.01%	399
2024 Q2	$155K	Hold	2,728	–	–	0.01%	350
2024 Q1	$158K	Sell	2,728 -478	-15%	-$26.9K	0.02%	331
2023 Q4	$176K	Hold	3,206	–	–	0.02%	268
2023 Q3	$172K	Buy	3,206 +1,966	+159%	+$108K	0.02%	259
2023 Q2	$68.6K	Buy	+1,240	New	+$67.7K	0.01%	293

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

Sage Mountain Advisors's JEPI Position: Q1 2026 in Review

Sage Mountain Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 1,856 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #223.

Sage Mountain Advisors first reported a position in JEPI in Q2 2023 and has held it in 12 quarters since. The position peaked at $176K in Q4 2023. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Sage Mountain Advisors held 1,856 shares of JPMorgan Equity Premium Income ETF worth $105K as of Q1 2026.
Sage Mountain Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #223 holding.
Sage Mountain Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
Sage Mountain Advisors's JPMorgan Equity Premium Income ETF position peaked at $176K in Q4 2023.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.