United Advisor Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

United Advisor Group’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	$3.36M	Buy	59,222 +4,422	+8%	+$257K	0.41%	58
2025 Q4	$3.14M	Sell	54,800 -2,522	-4%	-$144K	0.39%	63
2025 Q3	$3.27M	Buy	57,322 +17,120	+43%	+$972K	0.44%	57
2025 Q2	$2.29M	Sell	40,202 -1,283	-3%	-$71.1K	0.4%	67
2025 Q1	$2.37M	Sell	41,485 -495	-1%	-$28.8K	0.49%	55
2024 Q4	$2.42M	Buy	41,980 +14,637	+54%	+$869K	0.48%	51
2024 Q3	$1.63M	Buy	27,343 +7,104	+35%	+$409K	0.37%	68
2024 Q2	$1.15M	Buy	20,239 +5,227	+35%	+$296K	0.36%	71
2024 Q1	$869K	Buy	+15,012	New	+$846K	0.33%	83

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

United Advisor Group's JEPI Position: Q1 2026 in Review

United Advisor Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.1% in Q1 2026, buying an estimated $257K and bringing the position to 59,222 shares worth $3.36M. The position accounts for 0.41% of the portfolio, ranked #58.

United Advisor Group first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

United Advisor Group held 59,222 shares of JPMorgan Equity Premium Income ETF worth $3.36M as of Q1 2026.
United Advisor Group bought 4,422 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $257K.
JPMorgan Equity Premium Income ETF made up 0.41% of United Advisor Group's portfolio in Q1 2026, its #58 holding.
United Advisor Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.