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

Tableaux’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	$249K	Sell	4,390 -20,392	-82%	-$1.19M	0.12%	97
2025 Q4	$1.41M	Sell	24,782 -71,480	-74%	-$4.08M	1%	27
2025 Q3	$5.5M	Buy	96,262 +30,658	+47%	+$1.74M	2.2%	14
2025 Q2	$3.73M	Buy	65,604 +26,424	+67%	+$1.46M	2.14%	15
2025 Q1	$2.24M	Buy	39,180 +35,450	+950%	+$2.07M	1.61%	16
2024 Q4	$215K	Buy	+3,730	New	+$221K	0.18%	64

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

Tableaux's JEPI Position: Q1 2026 in Review

Tableaux reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 82% in Q1 2026, selling an estimated $1.19M and leaving 4,390 shares worth $249K. The position accounts for 0.12% of the portfolio, ranked #97.

Tableaux first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.5M in Q3 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Tableaux held 4,390 shares of JPMorgan Equity Premium Income ETF worth $249K as of Q1 2026.
Tableaux sold 20,392 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $1.19M.
JPMorgan Equity Premium Income ETF made up 0.12% of Tableaux's portfolio in Q1 2026, its #97 holding.
Tableaux first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
Tableaux's JPMorgan Equity Premium Income ETF position peaked at $5.5M in Q3 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Tableaux's 13F filing for Q1 2026, filed 14 May 2026.