Vermillion & White Wealth Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Vermillion & White Wealth Management 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	–	Sell	-855	Closed	-$42.4K	–	305
2025 Q4	$42.4K	Hold	855	–	–	0.02%	166
2025 Q3	$48.8K	Buy	855 +43	+5%	+$2.44K	0.03%	152
2025 Q2	$46.2K	Sell	812 -102	-11%	-$5.65K	0.03%	146
2025 Q1	$52.2K	Sell	914 -60	-6%	-$3.5K	0.04%	126
2024 Q4	$56K	Sell	974 -1,140	-54%	-$67.7K	0.04%	129
2024 Q3	$126K	Hold	2,114	–	–	0.09%	73
2024 Q2	$120K	Buy	2,114 +1,140	+117%	+$64.5K	0.09%	76
2024 Q1	$56.4K	Buy	+974	New	+$54.9K	0.05%	115

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 $2.28B AUM 12.16% 1-Year Est. Return

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

Vermillion & White Wealth Management Group's JEPI Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026, closing a stake of 855 shares — an estimated $42.4K sold.

Vermillion & White Wealth Management Group first reported a position in JEPI in Q1 2024 and held it in 8 quarters. The position peaked at $126K in Q3 2024. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 855 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $42.4K.
Vermillion & White Wealth Management Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's JPMorgan Equity Premium Income ETF position peaked at $126K in Q3 2024.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.