Wolverine Trading’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Wolverine Trading’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 Q3	$1.53M	Buy	26,800 +12,100	+82%	+$687K	﹤0.01%	2455
2025 Q2	$833K	Buy	+14,700	New	+$814K	﹤0.01%	2493
2025 Q1	–	Sell	-3,800	Closed	-$220K	–	5292
2024 Q4	$220K	Buy	+3,800	New	+$226K	﹤0.01%	4402
2024 Q3	–	Sell	-8,700	Closed	-$493K	–	5094
2024 Q2	$493K	Sell	8,700 -1,700	-16%	-$96.2K	﹤0.01%	2866
2024 Q1	$602K	Sell	10,400 -28,700	-73%	-$1.62M	﹤0.01%	2655
2023 Q4	$2.15M	Buy	39,100 +5,200	+15%	+$280K	﹤0.01%	1667
2023 Q3	$1.82M	Sell	33,900 -2,100	-6%	-$116K	﹤0.01%	1662
2023 Q2	$1.98M	Sell	36,000 -40,100	-53%	-$2.19M	﹤0.01%	1476
2023 Q1	$4.13M	Buy	+76,100	New	+$4.13M	0.01%	946
2022 Q4	–	Sell	-34,200	Closed	-$1.77M	–	4515
2022 Q3	$1.77M	Buy	+34,200	New	+$1.9M	﹤0.01%	1506
2022 Q2	–	Sell	-7,300	Closed	-$450K	–	5125
2022 Q1	$450K	Sell	7,300 -200	-3%	-$12.1K	﹤0.01%	3370
2021 Q4	$473K	Buy	7,500 +2,000	+36%	+$123K	﹤0.01%	3532
2021 Q3	$332K	Buy	+5,500	New	+$338K	﹤0.01%	4550

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wolverine Trading's JEPI Position: Q1 2025 in Review

Wolverine Trading sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 4,383 shares — an estimated $255K sold.

Wolverine Trading first reported a position in JEPI in Q3 2021 and held it in 7 quarters. The position peaked at $1.4M in Q3 2021. 1,263 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

Wolverine Trading reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
Wolverine Trading sold 4,383 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $255K.
Wolverine Trading first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and held it in 7 quarters.
Wolverine Trading's JPMorgan Equity Premium Income ETF position peaked at $1.4M in Q3 2021.
1,263 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Wolverine Trading's 13F filing for Q1 2025, filed 15 May 2025.