Sagespring Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sagespring Wealth 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	$1.56M	Buy	27,477 +3,592	+15%	+$209K	0.03%	234
2025 Q4	$1.37M	Sell	23,885 -1,164	-5%	-$66.5K	0.02%	251
2025 Q3	$1.43M	Sell	25,049 -2,170	-8%	-$123K	0.03%	237
2025 Q2	$1.55M	Sell	27,219 -108,248	-80%	-$6M	0.03%	205
2025 Q1	$7.74M	Buy	135,467 +13,339	+11%	+$777K	0.2%	62
2024 Q4	$7.03M	Buy	+122,128	New	+$7.25M	0.19%	61

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

Sagespring Wealth Partners's JEPI Position: Q1 2026 in Review

Sagespring Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q1 2026, buying an estimated $209K and bringing the position to 27,477 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #234.

Sagespring Wealth Partners first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.74M in Q1 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Sagespring Wealth Partners held 27,477 shares of JPMorgan Equity Premium Income ETF worth $1.56M as of Q1 2026.
Sagespring Wealth Partners bought 3,592 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $209K.
JPMorgan Equity Premium Income ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #234 holding.
Sagespring Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $7.74M in Q1 2025.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

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