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Stillwater Wealth Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Stillwater Wealth Management Group’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 		$236K Buy
4,170
+300
+8% +$17.5K 0.15% 73
2025
Q4 		$222K Buy
3,870
+100
+3% +$5.71K 0.15% 73
2025
Q3 		$215K Buy
+3,770
New +$214K 0.15% 76

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stillwater Wealth Management Group's JEPI Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.8% in Q1 2026, buying an estimated $17.5K and bringing the position to 4,170 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #73.

Stillwater Wealth Management Group first reported a position in JEPI in Q3 2025 and has held it in 3 quarters since. 1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Stillwater Wealth Management Group held 4,170 shares of JPMorgan Equity Premium Income ETF worth $236K as of Q1 2026.
  • Stillwater Wealth Management Group bought 300 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $17.5K.
  • JPMorgan Equity Premium Income ETF made up 0.15% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #73 holding.
  • Stillwater Wealth Management Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.