Westbourne Investments’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Westbourne Investments’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	$3.17M	Buy	55,965 +7,635	+16%	+$444K	1.51%	21
2025 Q4	$2.77M	Buy	48,330 +700	+1%	+$40K	1.29%	26
2025 Q3	$2.71M	Buy	47,630 +13,185	+38%	+$749K	1.3%	25
2025 Q2	$1.96M	Sell	34,445 -3,575	-9%	-$198K	1.04%	31
2025 Q1	$2.17M	Sell	38,020 -2,950	-7%	-$172K	1.31%	21
2024 Q4	$2.36M	Buy	+40,970	New	+$2.43M	1.39%	21

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

Westbourne Investments's JEPI Position: Q1 2026 in Review

Westbourne Investments increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 16% in Q1 2026, buying an estimated $444K and bringing the position to 55,965 shares worth $3.17M. The position accounts for 1.51% of the portfolio, ranked #21.

Westbourne Investments first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Westbourne Investments held 55,965 shares of JPMorgan Equity Premium Income ETF worth $3.17M as of Q1 2026.
Westbourne Investments bought 7,635 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $444K.
JPMorgan Equity Premium Income ETF made up 1.51% of Westbourne Investments's portfolio in Q1 2026, its #21 holding.
Westbourne Investments first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.