Stone House Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Stone House Investment 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	$144K	Hold	2,532	–	–	0.03%	99
2025 Q4	$145K	Buy	2,532 +321	+15%	+$18.3K	0.02%	96
2025 Q3	$126K	Buy	+2,211	New	+$126K	0.02%	102
2025 Q2	–	Sell	-4,294	Closed	-$245K	–	547
2025 Q1	$245K	Buy	+4,294	New	+$250K	0.05%	53

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

Stone House Investment Management's JEPI Position: Q1 2026 in Review

Stone House Investment Management held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 2,532 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #99.

Stone House Investment Management first reported a position in JEPI in Q1 2025 and has held it in 4 quarters since. The position peaked at $245K in Q1 2025. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Stone House Investment Management held 2,532 shares of JPMorgan Equity Premium Income ETF worth $144K as of Q1 2026.
Stone House Investment Management left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.03% of Stone House Investment Management's portfolio in Q1 2026, its #99 holding.
Stone House Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 4 quarters since.
Stone House Investment Management's JPMorgan Equity Premium Income ETF position peaked at $245K in Q1 2025.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.