VestGen Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

VestGen Advisors’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	$469K	Buy	8,362 +405	+5%	+$23.6K	0.01%	679
2025 Q4	$455K	Sell	7,957 -11,104	-58%	-$634K	0.02%	506
2025 Q3	$1.09M	Sell	19,061 -1,811	-9%	-$103K	0.04%	354
2025 Q2	$1.19M	Buy	20,872 +1,794	+9%	+$99.4K	0.05%	305
2025 Q1	$1.09M	Buy	+19,078	New	+$1.11M	0.05%	298

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

VestGen Advisors's JEPI Position: Q1 2026 in Review

VestGen Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.1% in Q1 2026, buying an estimated $23.6K and bringing the position to 8,362 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #679.

VestGen Advisors first reported a position in JEPI in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.19M in Q2 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

VestGen Advisors held 8,362 shares of JPMorgan Equity Premium Income ETF worth $469K as of Q1 2026.
VestGen Advisors bought 405 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $23.6K.
JPMorgan Equity Premium Income ETF made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #679 holding.
VestGen Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.19M in Q2 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.