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

Wealthspan 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	$4.57M	Buy	80,654 +3,665	+5%	+$213K	1.61%	19
2025 Q4	$4.41M	Buy	76,989 +5,818	+8%	+$332K	1.6%	18
2025 Q3	$4.06M	Buy	71,171 +5,269	+8%	+$299K	1.55%	18
2025 Q2	$3.75M	Buy	65,902 +8,520	+15%	+$472K	1.55%	19
2025 Q1	$3.28M	Buy	57,382 +12,341	+27%	+$719K	1.51%	19
2024 Q4	$2.59M	Buy	45,041 +10,608	+31%	+$630K	1.24%	21
2024 Q3	$2.05M	Buy	34,433 +7,552	+28%	+$434K	1.01%	23
2024 Q2	$1.52M	Buy	26,881 +8,750	+48%	+$495K	0.84%	26
2024 Q1	$1.05M	Buy	18,131 +5,122	+39%	+$289K	0.62%	31
2023 Q4	$715K	Buy	13,009 +899	+7%	+$48.5K	0.5%	33
2023 Q3	$649K	Buy	12,110 +847	+8%	+$46.7K	0.51%	33
2023 Q2	$623K	Buy	11,263 +1,846	+20%	+$101K	0.49%	34
2023 Q1	$514K	Buy	+9,417	New	+$511K	0.44%	43

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

Wealthspan Partners's JEPI Position: Q1 2026 in Review

Wealthspan Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.8% in Q1 2026, buying an estimated $213K and bringing the position to 80,654 shares worth $4.57M. The position accounts for 1.61% of the portfolio, ranked #19.

Wealthspan Partners first reported a position in JEPI in Q1 2023 and has held it in 13 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Wealthspan Partners held 80,654 shares of JPMorgan Equity Premium Income ETF worth $4.57M as of Q1 2026.
Wealthspan Partners bought 3,665 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $213K.
JPMorgan Equity Premium Income ETF made up 1.61% of Wealthspan Partners's portfolio in Q1 2026, its #19 holding.
Wealthspan Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 13 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.