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	$501K	Buy	+8,800	New	+$500K	﹤0.01%	3715
2025 Q2	–	Sell	-6,000	Closed	-$340K	–	5179
2025 Q1	$340K	Sell	6,000 -3,900	-39%	-$227K	﹤0.01%	3386
2024 Q4	$574K	Buy	+9,900	New	+$588K	﹤0.01%	3243
2024 Q3	–	Sell	-5,500	Closed	-$312K	–	5095
2024 Q2	$312K	Sell	5,500 -14,600	-73%	-$826K	﹤0.01%	3347
2024 Q1	$1.16M	Sell	20,100 -11,300	-36%	-$637K	﹤0.01%	2067
2023 Q4	$1.73M	Sell	31,400 -12,300	-28%	-$663K	﹤0.01%	1820
2023 Q3	$2.34M	Buy	43,700 +600	+1%	+$33.1K	﹤0.01%	1466
2023 Q2	$2.37M	Sell	43,100 -13,000	-23%	-$710K	﹤0.01%	1382
2023 Q1	$3.04M	Buy	+56,100	New	+$3.04M	﹤0.01%	1116
2022 Q4	–	Sell	-39,700	Closed	-$2.06M	–	4516
2022 Q3	$2.06M	Buy	+39,700	New	+$2.21M	﹤0.01%	1394
2022 Q2	–	Sell	-24,100	Closed	-$1.49M	–	5126
2022 Q1	$1.49M	Buy	24,100 +5,800	+32%	+$351K	﹤0.01%	2040
2021 Q4	$1.15M	Sell	18,300 -6,700	-27%	-$413K	﹤0.01%	2458
2021 Q3	$1.51M	Buy	+25,000	New	+$1.54M	﹤0.01%	2477

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.