Wealthspire Advisors (New York)’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wealthspire Advisors (New York)’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	$3.83M	Buy	67,631 +41,148	+155%	+$2.39M	0.03%	189
2025 Q4	$1.52M	Sell	26,483 -5,749	-18%	-$328K	0.01%	347
2025 Q3	$1.84M	Buy	32,232 +31	+0.1%	+$1.76K	0.01%	287
2025 Q2	$1.83M	Buy	32,201 +24,928	+343%	+$1.38M	0.01%	290
2025 Q1	$416K	Sell	7,273 -100	-1%	-$5.83K	﹤0.01%	564
2024 Q4	$424K	Buy	+7,373	New	+$438K	﹤0.01%	558
2024 Q3	–	Sell	-32,689	Closed	-$1.85M	–	764
2024 Q2	$1.85M	Buy	+32,689	New	+$1.85M	0.02%	215
2023 Q4	–	Sell	-4,344	Closed	-$233K	–	653
2023 Q3	$233K	Buy	+4,344	New	+$239K	﹤0.01%	533

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

Wealthspire Advisors (New York)'s JEPI Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 155% in Q1 2026, buying an estimated $2.39M and bringing the position to 67,631 shares worth $3.83M. The position accounts for 0.03% of the portfolio, ranked #189.

Wealthspire Advisors (New York) first reported a position in JEPI in Q3 2023 and has held it in 8 quarters since. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Wealthspire Advisors (New York) held 67,631 shares of JPMorgan Equity Premium Income ETF worth $3.83M as of Q1 2026.
Wealthspire Advisors (New York) bought 41,148 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $2.39M.
JPMorgan Equity Premium Income ETF made up 0.03% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #189 holding.
Wealthspire Advisors (New York) first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 8 quarters since.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.