Strategic Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Strategic Wealth Partners’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	$7.53M	Buy	132,824 +11,102	+9%	+$646K	0.52%	65
2025 Q4	$6.97M	Sell	121,722 -7,123	-6%	-$407K	0.48%	66
2025 Q3	$7.36M	Buy	128,845 +10,051	+8%	+$571K	0.55%	59
2025 Q2	$6.75M	Buy	+118,794	New	+$6.58M	0.53%	62
2024 Q4	$5.57M	Buy	94,026 +8,970	+11%	+$533K	0.46%	75
2024 Q3	$5.06M	Buy	85,056 +4,796	+6%	+$276K	0.49%	68
2024 Q2	$4.55M	Buy	80,260 +2,082	+3%	+$118K	0.48%	72
2024 Q1	$4.52M	Buy	78,178 +784	+1%	+$44.2K	0.5%	71
2023 Q4	$4.26M	Buy	77,394 +451	+0.6%	+$24.3K	0.52%	67
2023 Q3	$4.12M	Buy	76,943 +18,797	+32%	+$1.04M	0.54%	46
2023 Q2	$3.22M	Buy	58,146 +17,060	+42%	+$932K	0.42%	72
2023 Q1	$2.24M	Buy	41,086 +25,663	+166%	+$1.39M	0.34%	82
2022 Q4	$840K	Buy	+15,423	New	+$838K	0.16%	134

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

Strategic Wealth Partners's JEPI Position: Q1 2026 in Review

Strategic Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 9.1% in Q1 2026, buying an estimated $646K and bringing the position to 132,824 shares worth $7.53M. The position accounts for 0.52% of the portfolio, ranked #65.

Strategic Wealth Partners first reported a position in JEPI in Q4 2022 and has held it in 13 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Strategic Wealth Partners held 132,824 shares of JPMorgan Equity Premium Income ETF worth $7.53M as of Q1 2026.
Strategic Wealth Partners bought 11,102 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $646K.
JPMorgan Equity Premium Income ETF made up 0.52% of Strategic Wealth Partners's portfolio in Q1 2026, its #65 holding.
Strategic Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 13 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.