Tyler-Stone Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Tyler-Stone 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
2025 Q2	$723K	Hold	12,724	–	–	0.12%	163
2025 Q1	$727K	Hold	12,724	–	–	0.13%	146
2024 Q4	$732K	Hold	12,724	–	–	0.13%	142
2024 Q3	$757K	Buy	12,724 +8,290	+187%	+$477K	0.14%	134
2024 Q2	$251K	Hold	4,434	–	–	0.1%	171
2024 Q1	$257K	Buy	4,434 +1,969	+80%	+$111K	0.11%	164
2023 Q4	$136K	Buy	+2,465	New	+$133K	0.07%	220

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tyler-Stone Wealth Management's JEPI Position: Q2 2025 in Review

Tyler-Stone Wealth Management held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2025 at 12,724 shares worth $723K. The position accounts for 0.12% of the portfolio, ranked #163.

Tyler-Stone Wealth Management first reported a position in JEPI in Q4 2023 and has held it in 7 quarters since. The position peaked at $757K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Tyler-Stone Wealth Management held 12,724 shares of JPMorgan Equity Premium Income ETF worth $723K as of Q2 2025.
Tyler-Stone Wealth Management left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2025.
JPMorgan Equity Premium Income ETF made up 0.12% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #163 holding.
Tyler-Stone Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 7 quarters since.
Tyler-Stone Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $757K in Q3 2024.
1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.