Sunpointe’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sunpointe’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	$3.44M	Buy	60,746 +330	+0.5%	+$19.2K	1.13%	22
2025 Q4	$3.48M	Buy	60,416 +7,155	+13%	+$409K	1.16%	23
2025 Q3	$3.04M	Buy	53,261 +3,400	+7%	+$193K	1.1%	23
2025 Q2	$2.83M	Buy	49,861 +1,205	+2%	+$66.8K	1.12%	20
2025 Q1	$2.78M	Buy	48,656 +5,316	+12%	+$310K	1.48%	18
2024 Q4	$2.51M	Buy	43,340 +18,212	+72%	+$1.08M	1.26%	20
2024 Q3	$1.5M	Buy	25,128 +588	+2%	+$33.8K	1.23%	14
2024 Q2	$1.39M	Buy	24,540 +2,969	+14%	+$168K	0.9%	22
2024 Q1	$1.25M	Hold	21,571	–	–	1.39%	14
2023 Q4	$1.2M	Buy	+21,571	New	+$1.16M	1.52%	14

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

Sunpointe's JEPI Position: Q1 2026 in Review

Sunpointe increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.55% in Q1 2026, buying an estimated $19.2K and bringing the position to 60,746 shares worth $3.44M. The position accounts for 1.13% of the portfolio, ranked #22.

Sunpointe first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.48M in Q4 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Sunpointe held 60,746 shares of JPMorgan Equity Premium Income ETF worth $3.44M as of Q1 2026.
Sunpointe bought 330 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $19.2K.
JPMorgan Equity Premium Income ETF made up 1.13% of Sunpointe's portfolio in Q1 2026, its #22 holding.
Sunpointe first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Sunpointe's JPMorgan Equity Premium Income ETF position peaked at $3.48M in Q4 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.