Thrive Capital Management (Pennsylvania)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$6.01M	Buy	105,988 +29,793	+39%	+$1.73M	1.32%	14
2025 Q4	$4.36M	Sell	76,195 -22,225	-23%	-$1.27M	0.97%	26
2025 Q3	$5.62M	Buy	98,420 +7,070	+8%	+$401K	1.45%	12
2025 Q2	$5.19M	Buy	91,350 +71,795	+367%	+$3.98M	1.63%	10
2025 Q1	$1.12M	Sell	19,555 -34,108	-64%	-$1.99M	0.67%	44
2024 Q4	$3.09M	Buy	53,663 +21,502	+67%	+$1.28M	1.42%	18
2024 Q3	$1.91M	Sell	32,161 -732	-2%	-$42.1K	0.9%	34
2024 Q2	$1.86M	Buy	32,893 +19,066	+138%	+$1.08M	0.85%	39
2024 Q1	$800K	Buy	+13,827	New	+$779K	0.43%	46

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

Thrive Capital Management (Pennsylvania)'s JEPI Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 39% in Q1 2026, buying an estimated $1.73M and bringing the position to 105,988 shares worth $6.01M. The position accounts for 1.32% of the portfolio, ranked #14.

Thrive Capital Management (Pennsylvania) first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Thrive Capital Management (Pennsylvania) held 105,988 shares of JPMorgan Equity Premium Income ETF worth $6.01M as of Q1 2026.
Thrive Capital Management (Pennsylvania) bought 29,793 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $1.73M.
JPMorgan Equity Premium Income ETF made up 1.32% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #14 holding.
Thrive Capital Management (Pennsylvania) first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.