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Signet Financial Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Signet Financial Management’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 		$269K Buy
+4,750
New +$276K 0.03% 265
2025
Q2 		– Sell
-4,574
Closed -$261K – 296
2025
Q1 		$261K Buy
+4,574
New +$266K 0.04% 247
2022
Q1 		– Sell
-2,503
Closed -$158K – 788
2021
Q4 		$158K Buy
+2,503
New +$154K 0.02% 280

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Signet Financial Management's JEPI Position: Q1 2026 in Review

Signet Financial Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 4,750 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #265 among its holdings. This is a return to the name: Signet Financial Management previously reported a position in JEPI as recently as Q1 2025.

Signet Financial Management first reported a position in JEPI in Q4 2021 and has held it in 3 quarters since. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Signet Financial Management held 4,750 shares of JPMorgan Equity Premium Income ETF worth $269K as of Q1 2026.
  • JPMorgan Equity Premium Income ETF was a new Signet Financial Management position in Q1 2026.
  • JPMorgan Equity Premium Income ETF made up 0.03% of Signet Financial Management's portfolio in Q1 2026, its #265 holding.
  • Signet Financial Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 3 quarters since.
  • 1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.