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

Skyline Advisors’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	$619K	Sell	10,928 -5,136	-32%	-$299K	0.22%	61
2025 Q4	$919K	Buy	16,064 +1,351	+9%	+$77.1K	0.31%	38
2025 Q3	$840K	Buy	14,713 +117	+0.8%	+$6.64K	0.29%	38
2025 Q2	$830K	Buy	14,596 +201	+1%	+$11.1K	0.31%	41
2025 Q1	$823K	Buy	14,395 +3,039	+27%	+$177K	0.32%	35
2024 Q4	$653K	Buy	+11,356	New	+$674K	0.25%	40

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

Skyline Advisors's JEPI Position: Q1 2026 in Review

Skyline Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 32% in Q1 2026, selling an estimated $299K and leaving 10,928 shares worth $619K. The position accounts for 0.22% of the portfolio, ranked #61.

Skyline Advisors first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $919K in Q4 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Skyline Advisors held 10,928 shares of JPMorgan Equity Premium Income ETF worth $619K as of Q1 2026.
Skyline Advisors sold 5,136 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $299K.
JPMorgan Equity Premium Income ETF made up 0.22% of Skyline Advisors's portfolio in Q1 2026, its #61 holding.
Skyline Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Skyline Advisors's JPMorgan Equity Premium Income ETF position peaked at $919K in Q4 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.