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Wedmont Private Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wedmont Private Capital’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
2025
Q1 		– Sell
-4,280
Closed -$244K – 735
2024
Q4 		$244K Buy
+4,280
New +$254K 0.01% 599
2023
Q4 		– Sell
-8,200
Closed -$437K – 583
2023
Q3 		$437K Buy
+8,200
New +$452K 0.04% 287

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedmont Private Capital's JEPI Position: Q1 2025 in Review

Wedmont Private Capital sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 4,280 shares — an estimated $244K sold.

Wedmont Private Capital first reported a position in JEPI in Q3 2023 and held it in 2 quarters. The position peaked at $437K in Q3 2023. 1,268 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

  • Wedmont Private Capital reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Wedmont Private Capital sold 4,280 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $244K.
  • Wedmont Private Capital first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and held it in 2 quarters.
  • Wedmont Private Capital's JPMorgan Equity Premium Income ETF position peaked at $437K in Q3 2023.
  • 1,268 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Wedmont Private Capital's 13F filing for Q1 2025, filed 14 Apr 2025.