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

StoneCrest Wealth 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
2025 Q4	–	Sell	-73,902	Closed	-$4.22M	–	73
2025 Q3	$4.22M	Buy	73,902 +1,484	+2%	+$84.3K	1.85%	23
2025 Q2	$4.12M	Buy	72,418 +2,542	+4%	+$141K	1.96%	23
2025 Q1	$3.99M	Buy	69,876 +1,857	+3%	+$108K	2.54%	15
2024 Q4	$3.91M	Buy	68,019 +3,732	+6%	+$222K	2.55%	17
2024 Q3	$3.83M	Buy	64,287 +2,713	+4%	+$156K	2.78%	14
2024 Q2	$3.49M	Sell	61,574 -6,812	-10%	-$385K	2.66%	17
2024 Q1	$3.96M	Buy	68,386 +4,707	+7%	+$265K	3.42%	11
2023 Q4	$3.5M	Buy	+63,679	New	+$3.43M	3.36%	12

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

StoneCrest Wealth Management's JEPI Position: Q4 2025 in Review

StoneCrest Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2025, closing a stake of 73,902 shares — an estimated $4.22M sold.

StoneCrest Wealth Management first reported a position in JEPI in Q4 2023 and held it in 8 quarters. The position peaked at $4.22M in Q3 2025. 1,381 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

StoneCrest Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 73,902 JPMorgan Equity Premium Income ETF shares in Q4 2025, an estimated $4.22M.
StoneCrest Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 8 quarters.
StoneCrest Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $4.22M in Q3 2025.
1,381 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on StoneCrest Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.