White Knight Strategic Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

White Knight Strategic Wealth Advisors’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	$903K	Sell	15,930 -3,881	-20%	-$226K	0.76%	32
2025 Q4	$1.13M	Buy	19,811 +2,410	+14%	+$138K	0.83%	29
2025 Q3	$994K	Sell	17,401 -1,522	-8%	-$86.4K	0.78%	29
2025 Q2	$1.08M	Buy	18,923 +2,517	+15%	+$139K	0.92%	27
2025 Q1	$937K	Sell	16,406 -3,754	-19%	-$219K	0.86%	29
2024 Q4	$1.16M	Buy	+20,160	New	+$1.2M	0.49%	42

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

White Knight Strategic Wealth Advisors's JEPI Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 20% in Q1 2026, selling an estimated $226K and leaving 15,930 shares worth $903K. The position accounts for 0.76% of the portfolio, ranked #32.

White Knight Strategic Wealth Advisors first reported a position in JEPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.16M in Q4 2024. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

White Knight Strategic Wealth Advisors held 15,930 shares of JPMorgan Equity Premium Income ETF worth $903K as of Q1 2026.
White Knight Strategic Wealth Advisors sold 3,881 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $226K.
JPMorgan Equity Premium Income ETF made up 0.76% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #32 holding.
White Knight Strategic Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 6 quarters since.
White Knight Strategic Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.16M in Q4 2024.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.