Solutions 4 Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Solutions 4 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	$2.73M	Buy	48,103 +5,687	+13%	+$331K	4.1%	7
2025 Q4	$2.43M	Buy	42,416 +16,976	+67%	+$969K	3.67%	7
2025 Q3	$1.45M	Buy	25,440 +6,410	+34%	+$364K	2.25%	9
2025 Q2	$1.08M	Buy	19,030 +3,589	+23%	+$199K	1.8%	12
2025 Q1	$882K	Buy	15,441 +183	+1%	+$10.7K	1.56%	17
2024 Q4	$878K	Buy	15,258 +287	+2%	+$17K	1.59%	17
2024 Q3	$891K	Buy	14,971 +257	+2%	+$14.8K	1.74%	17
2024 Q2	$834K	Buy	14,714 +10,182	+225%	+$576K	1.89%	15
2024 Q1	$262K	Buy	4,532 +82	+2%	+$4.62K	0.74%	34
2023 Q4	$245K	Buy	+4,450	New	+$240K	0.8%	32

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

Solutions 4 Wealth's JEPI Position: Q1 2026 in Review

Solutions 4 Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q1 2026, buying an estimated $331K and bringing the position to 48,103 shares worth $2.73M. The position accounts for 4.1% of the portfolio, ranked #7.

Solutions 4 Wealth first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Solutions 4 Wealth held 48,103 shares of JPMorgan Equity Premium Income ETF worth $2.73M as of Q1 2026.
Solutions 4 Wealth bought 5,687 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $331K.
JPMorgan Equity Premium Income ETF made up 4.1% of Solutions 4 Wealth's portfolio in Q1 2026, its #7 holding.
Solutions 4 Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.