WealthShield Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

WealthShield Partners’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	$77K	Buy	1,359 +1,092	+409%	+$63.5K	0.01%	423
2025 Q4	$15.3K	Sell	267 -49	-16%	-$2.8K	﹤0.01%	495
2025 Q3	$18K	Hold	316	–	–	﹤0.01%	484
2025 Q2	$18K	Buy	316 +267	+545%	+$14.8K	﹤0.01%	476
2025 Q1	$2.8K	Sell	49 -348	-88%	-$20.3K	﹤0.01%	517
2024 Q4	$23K	Hold	397	–	–	﹤0.01%	415
2024 Q3	$23.6K	Hold	397	–	–	﹤0.01%	421
2024 Q2	$22.5K	Hold	397	–	–	﹤0.01%	396
2024 Q1	$23K	Sell	397 -131	-25%	-$7.38K	﹤0.01%	392
2023 Q4	$29.3K	Hold	528	–	–	﹤0.01%	390
2023 Q3	$28.3K	Hold	528	–	–	﹤0.01%	397
2023 Q2	$29.2K	Hold	528	–	–	﹤0.01%	405
2023 Q1	$28.8K	Buy	+528	New	+$28.6K	﹤0.01%	403

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

WealthShield Partners's JEPI Position: Q1 2026 in Review

WealthShield Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 409% in Q1 2026, buying an estimated $63.5K and bringing the position to 1,359 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #423.

WealthShield Partners first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

WealthShield Partners held 1,359 shares of JPMorgan Equity Premium Income ETF worth $77K as of Q1 2026.
WealthShield Partners bought 1,092 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $63.5K.
JPMorgan Equity Premium Income ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #423 holding.
WealthShield Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.