Vise Technologies’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Vise Technologies’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	$3.62M	Hold	63,199	–	–	0.07%	227
2025 Q4	$3.62M	Buy	63,199 +53,331	+540%	+$3.05M	0.07%	228
2025 Q3	$563K	Sell	9,868 -59,943	-86%	-$3.4M	0.02%	621
2025 Q2	$3.97M	Buy	+69,811	New	+$3.87M	0.16%	138
2024 Q4	$1.73M	Buy	30,158 +16,616	+123%	+$987K	0.14%	152
2024 Q3	$806K	Buy	13,542 +2,877	+27%	+$165K	0.1%	194
2024 Q2	$605K	Sell	10,665 -2,177	-17%	-$123K	0.11%	199
2024 Q1	$743K	Buy	12,842 +7,623	+146%	+$429K	0.15%	146
2023 Q4	$287K	Buy	+5,219	New	+$281K	0.06%	281

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

Vise Technologies's JEPI Position: Q1 2026 in Review

Vise Technologies held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q1 2026 at 63,199 shares worth $3.62M. The position accounts for 0.07% of the portfolio, ranked #227.

Vise Technologies first reported a position in JEPI in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.97M in Q2 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Vise Technologies held 63,199 shares of JPMorgan Equity Premium Income ETF worth $3.62M as of Q1 2026.
Vise Technologies left its JPMorgan Equity Premium Income ETF share count unchanged in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.07% of Vise Technologies's portfolio in Q1 2026, its #227 holding.
Vise Technologies first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 9 quarters since.
Vise Technologies's JPMorgan Equity Premium Income ETF position peaked at $3.97M in Q2 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.