SageView Advisory Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

SageView Advisory Group’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	$299K	Buy	5,217 +725	+16%	+$41.4K	0.01%	491
2025 Q3	$256K	Buy	+4,492	New	+$255K	0.01%	561
2023 Q4	–	Sell	-12,391	Closed	-$668K	–	275
2023 Q3	$664K	Buy	12,391 +5,555	+81%	+$306K	0.04%	283
2023 Q2	$378K	Buy	+6,836	New	+$373K	0.02%	399

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 $2.42B AUM 17.68% 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

SageView Advisory Group's JEPI Position: Q4 2025 in Review

SageView Advisory Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 16% in Q4 2025, buying an estimated $41.4K and bringing the position to 5,217 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #491.

SageView Advisory Group first reported a position in JEPI in Q2 2023 and has held it in 4 quarters since. The position peaked at $664K in Q3 2023. 1,382 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

SageView Advisory Group held 5,217 shares of JPMorgan Equity Premium Income ETF worth $299K as of Q4 2025.
SageView Advisory Group bought 725 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $41.4K.
JPMorgan Equity Premium Income ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #491 holding.
SageView Advisory Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 4 quarters since.
SageView Advisory Group's JPMorgan Equity Premium Income ETF position peaked at $664K in Q3 2023.
1,382 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.