Trask Adam Roland’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Trask Adam Roland’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	$244K	Buy	+4,300	New	+$250K	0.23%	57

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trask Adam Roland's JEPI Position: Q1 2026 in Review

Trask Adam Roland opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 4,300 shares worth $244K. The stake represents 0.23% of the portfolio and ranks #57 among its holdings.

1,411 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Trask Adam Roland held 4,300 shares of JPMorgan Equity Premium Income ETF worth $244K as of Q1 2026.
JPMorgan Equity Premium Income ETF was a new Trask Adam Roland position in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.23% of Trask Adam Roland's portfolio in Q1 2026, its #57 holding.
1,411 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.