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

Simplicity 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	$425K	Buy	7,491 +1,133	+18%	+$65.9K	0.02%	495
2025 Q4	$364K	Sell	6,358 -33,099	-84%	-$1.89M	0.02%	509
2025 Q3	$2.25M	Buy	39,457 +11,890	+43%	+$675K	0.13%	169
2025 Q2	$1.57M	Sell	27,567 -1,560	-5%	-$86.4K	0.07%	245
2025 Q1	$1.66M	Buy	29,127 +14,940	+105%	+$870K	0.13%	179
2024 Q4	$816K	Sell	14,187 -848	-6%	-$50.4K	0.17%	109
2024 Q3	$895K	Sell	15,035 -64,206	-81%	-$3.69M	0.08%	212
2024 Q2	$4.49M	Buy	79,241 +4,640	+6%	+$262K	0.1%	196
2024 Q1	$4.32M	Buy	+74,601	New	+$4.2M	0.1%	201

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

Simplicity Wealth's JEPI Position: Q1 2026 in Review

Simplicity Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 18% in Q1 2026, buying an estimated $65.9K and bringing the position to 7,491 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #495.

Simplicity Wealth first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.49M in Q2 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Simplicity Wealth held 7,491 shares of JPMorgan Equity Premium Income ETF worth $425K as of Q1 2026.
Simplicity Wealth bought 1,133 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $65.9K.
JPMorgan Equity Premium Income ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #495 holding.
Simplicity Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's JPMorgan Equity Premium Income ETF position peaked at $4.49M in Q2 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.