Seaview Investment Managers’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Seaview Investment Managers’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 Q3	–	Sell	-14,697	Closed	-$836K	–	102
2025 Q2	$836K	Buy	14,697 +929	+7%	+$51.5K	0.18%	70
2025 Q1	$787K	Sell	13,768 -1,638	-11%	-$95.4K	0.19%	58
2024 Q4	$886K	Buy	15,406 +5,902	+62%	+$350K	0.25%	45
2024 Q3	$566K	Sell	9,504 -1,694	-15%	-$97.4K	0.17%	47
2024 Q2	$635K	Buy	11,198 +3,146	+39%	+$178K	0.19%	45
2024 Q1	$466K	Buy	+8,052	New	+$454K	0.14%	49
2023 Q4	–	Sell	-4,342	Closed	-$233K	–	99
2023 Q3	$233K	Sell	4,342 -174	-4%	-$9.59K	0.08%	81
2023 Q2	$250K	Sell	4,516 -1,194	-21%	-$65.2K	0.08%	79
2023 Q1	$312K	Buy	5,710 +1,764	+45%	+$95.7K	0.11%	74
2022 Q4	$215K	Sell	3,946 -153	-4%	-$8.31K	0.09%	79
2022 Q3	$210K	Buy	+4,099	New	+$228K	0.09%	78

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Seaview Investment Managers's JEPI Position: Q3 2025 in Review

Seaview Investment Managers sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 14,697 shares — an estimated $836K sold.

Seaview Investment Managers first reported a position in JEPI in Q3 2022 and held it in 11 quarters. The position peaked at $886K in Q4 2024. 1,293 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Seaview Investment Managers reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Seaview Investment Managers sold 14,697 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $836K.
Seaview Investment Managers first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 11 quarters.
Seaview Investment Managers's JPMorgan Equity Premium Income ETF position peaked at $886K in Q4 2024.
1,293 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Seaview Investment Managers's 13F filing for Q3 2025, filed 6 Nov 2025.