Signal Advisors Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Signal Advisors Wealth’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	$2.53M	Buy	44,622 +10,047	+29%	+$584K	0.17%	114
2025 Q4	$1.98M	Buy	34,575 +9,574	+38%	+$547K	0.16%	125
2025 Q3	$1.43M	Sell	25,001 -133,714	-84%	-$7.59M	0.13%	137
2025 Q2	$9.02M	Sell	158,715 -11,836	-7%	-$656K	0.71%	39
2025 Q1	$9.75M	Sell	170,551 -66,221	-28%	-$3.86M	0.95%	19
2024 Q4	$13.7M	Buy	236,772 +35,390	+18%	+$2.1M	1.55%	10
2024 Q3	$12M	Buy	+201,382	New	+$11.6M	1.72%	8
2024 Q2	–	Sell	-104,556	Closed	-$6.05M	–	193
2024 Q1	$6.05M	Buy	104,556 +23,441	+29%	+$1.32M	1.5%	10
2023 Q4	$4.49M	Buy	+81,115	New	+$4.37M	1.56%	10

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

Signal Advisors Wealth's JEPI Position: Q1 2026 in Review

Signal Advisors Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 29% in Q1 2026, buying an estimated $584K and bringing the position to 44,622 shares worth $2.53M. The position accounts for 0.17% of the portfolio, ranked #114.

Signal Advisors Wealth first reported a position in JEPI in Q4 2023 and has held it in 9 quarters since. The position peaked at $13.7M in Q4 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Signal Advisors Wealth held 44,622 shares of JPMorgan Equity Premium Income ETF worth $2.53M as of Q1 2026.
Signal Advisors Wealth bought 10,047 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $584K.
JPMorgan Equity Premium Income ETF made up 0.17% of Signal Advisors Wealth's portfolio in Q1 2026, its #114 holding.
Signal Advisors Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 9 quarters since.
Signal Advisors Wealth's JPMorgan Equity Premium Income ETF position peaked at $13.7M in Q4 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.