Smartleaf Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Smartleaf Asset 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	$7.28M	Buy	130,729 +35,503	+37%	+$2.07M	0.26%	72
2025 Q4	$5.52M	Buy	95,226 +28,096	+42%	+$1.6M	0.21%	83
2025 Q3	$3.82M	Buy	67,130 +19,550	+41%	+$1.11M	0.24%	82
2025 Q2	$2.7M	Sell	47,580 -27,933	-37%	-$1.55M	0.24%	86
2025 Q1	$4.28M	Buy	75,513 +892	+1%	+$52K	0.41%	50
2024 Q4	$4.33M	Sell	74,621 -13,318	-15%	-$791K	0.44%	39
2024 Q3	$5.22M	Buy	87,939 +9,247	+12%	+$532K	0.63%	25
2024 Q2	$4.47M	Buy	78,692 +14,035	+22%	+$794K	0.73%	23
2024 Q1	$3.74M	Sell	64,657 -11,157	-15%	-$629K	0.72%	27
2023 Q4	$4.17M	Buy	+75,814	New	+$4.09M	1.12%	11

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 $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Smartleaf Asset Management's JEPI Position: Q1 2026 in Review

Smartleaf Asset Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 37% in Q1 2026, buying an estimated $2.07M and bringing the position to 130,729 shares worth $7.28M. The position accounts for 0.26% of the portfolio, ranked #72.

Smartleaf Asset Management first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Smartleaf Asset Management held 130,729 shares of JPMorgan Equity Premium Income ETF worth $7.28M as of Q1 2026.
Smartleaf Asset Management bought 35,503 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $2.07M.
JPMorgan Equity Premium Income ETF made up 0.26% of Smartleaf Asset Management's portfolio in Q1 2026, its #72 holding.
Smartleaf Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.