Stelac Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Stelac Advisory Services’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	$7.48M	Buy	131,947 +93,828	+246%	+$5.46M	1.51%	19
2025 Q4	$2.2M	Sell	38,119 -2,122	-5%	-$121K	0.78%	30
2025 Q3	$2.3M	Sell	40,241 -18,665	-32%	-$1.06M	0.79%	31
2025 Q2	$3.35M	Buy	+58,906	New	+$3.26M	1.27%	25
2025 Q1	–	Sell	-75,302	Closed	-$4.35M	–	112
2024 Q4	$4.35M	Hold	75,302	–	–	1.7%	17
2024 Q3	$4.48M	Buy	75,302 +15,626	+26%	+$899K	1.82%	19
2024 Q2	$3.38M	Buy	59,676 +341	+0.6%	+$19.3K	1.42%	21
2024 Q1	$3.43M	Sell	59,335 -3,627	-6%	-$204K	1.61%	18
2023 Q4	$3.48M	Buy	62,962 +6,601	+12%	+$356K	1.87%	18
2023 Q3	$3.02M	Buy	+56,361	New	+$3.11M	1.65%	17

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

Stelac Advisory Services's JEPI Position: Q1 2026 in Review

Stelac Advisory Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 246% in Q1 2026, buying an estimated $5.46M and bringing the position to 131,947 shares worth $7.48M. The position accounts for 1.51% of the portfolio, ranked #19.

Stelac Advisory Services first reported a position in JEPI in Q3 2023 and has held it in 10 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Stelac Advisory Services held 131,947 shares of JPMorgan Equity Premium Income ETF worth $7.48M as of Q1 2026.
Stelac Advisory Services bought 93,828 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $5.46M.
JPMorgan Equity Premium Income ETF made up 1.51% of Stelac Advisory Services's portfolio in Q1 2026, its #19 holding.
Stelac Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 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 Stelac Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.