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

SOA Wealth 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	$50.4K	Hold	50,366	–	–	0.01%	366
2025 Q4	$50.4K	Hold	50,366	–	–	0.01%	369
2025 Q3	$50.4K	Hold	50,366	–	–	0.01%	377
2025 Q2	$50.4K	Sell	50,366 -20,156	-29%	-$1.12M	0.01%	368
2025 Q1	$70.5K	Buy	+70,522	New	+$4.11M	0.01%	297
2024 Q2	–	Sell	-42	Closed	-$2.43K	–	888
2024 Q1	$2.43K	Buy	+42	New	+$2.37K	﹤0.01%	688

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

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

SOA Wealth Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 50,366 shares worth $50.4K. The position accounts for 0.01% of the portfolio, ranked #366.

SOA Wealth Advisors first reported a position in JEPI in Q1 2024 and has held it in 6 quarters since. The position peaked at $70.5K in Q1 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

SOA Wealth Advisors held 50,366 shares of JPMorgan Equity Premium Income ETF worth $50.4K as of Q1 2026.
SOA Wealth Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #366 holding.
SOA Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 6 quarters since.
SOA Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $70.5K in Q1 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.