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

Tanglewood 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
2026 Q1	–	Sell	-7,040	Closed	-$403K	–	39
2025 Q4	$403K	Hold	7,040	–	–	0.04%	30
2025 Q3	$402K	Hold	7,040	–	–	0.04%	34
2025 Q2	$400K	Hold	7,040	–	–	0.04%	33
2025 Q1	$402K	Hold	7,040	–	–	0.05%	31
2024 Q4	$405K	Hold	7,040	–	–	0.05%	29
2024 Q3	$419K	Hold	7,040	–	–	0.05%	28
2024 Q2	$399K	Hold	7,040	–	–	0.05%	27
2024 Q1	$407K	Hold	7,040	–	–	0.05%	27
2023 Q4	$387K	Buy	+7,040	New	+$380K	0.05%	27
2023 Q3	–	Sell	-7,040	Closed	-$390K	–	29
2023 Q2	$390K	Hold	7,040	–	–	0.06%	24
2023 Q1	$384K	Buy	+7,040	New	+$382K	0.06%	29

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

Tanglewood Wealth Management's JEPI Position: Q1 2026 in Review

Tanglewood Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 7,040 shares — an estimated $403K sold.

Tanglewood Wealth Management first reported a position in JEPI in Q1 2023 and held it in 11 quarters. The position peaked at $419K in Q3 2024. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Tanglewood Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Tanglewood Wealth Management sold 7,040 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $403K.
Tanglewood Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 11 quarters.
Tanglewood Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $419K in Q3 2024.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Tanglewood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.