Savvy Advisors Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Savvy Advisors Inc’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	$905K	Sell	15,962 -29	-0.2%	-$1.69K	0.02%	464
2025 Q4	$915K	Buy	15,991 +4,083	+34%	+$233K	0.03%	384
2025 Q3	$680K	Sell	11,908 -1,121	-9%	-$63.7K	0.03%	352
2025 Q2	$741K	Buy	+13,029	New	+$722K	0.05%	270
2024 Q3	–	Sell	-4,352	Closed	-$247K	–	363
2024 Q2	$247K	Buy	4,352 +59	+1%	+$3.34K	0.08%	242
2024 Q1	$248K	Buy	4,293 +387	+10%	+$21.8K	0.14%	185
2023 Q4	$215K	Buy	+3,906	New	+$211K	0.21%	143

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

Savvy Advisors Inc's JEPI Position: Q1 2026 in Review

Savvy Advisors Inc reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.18% in Q1 2026, selling an estimated $1.69K and leaving 15,962 shares worth $905K. The position accounts for 0.02% of the portfolio, ranked #464.

Savvy Advisors Inc first reported a position in JEPI in Q4 2023 and has held it in 7 quarters since. The position peaked at $915K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Savvy Advisors Inc held 15,962 shares of JPMorgan Equity Premium Income ETF worth $905K as of Q1 2026.
Savvy Advisors Inc sold 29 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $1.69K.
JPMorgan Equity Premium Income ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #464 holding.
Savvy Advisors Inc first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 7 quarters since.
Savvy Advisors Inc's JPMorgan Equity Premium Income ETF position peaked at $915K in Q4 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

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