World Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

World Investment 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	$14.1M	Buy	248,875 +12,278	+5%	+$714K	0.23%	91
2025 Q4	$13.5M	Buy	236,597 +26,359	+13%	+$1.51M	0.22%	97
2025 Q3	$12M	Buy	210,238 +9,976	+5%	+$567K	0.25%	89
2025 Q2	$11.4M	Buy	200,262 +3,563	+2%	+$197K	0.26%	83
2025 Q1	$11.2M	Buy	196,699 +19,726	+11%	+$1.15M	0.29%	74
2024 Q4	$10.2M	Buy	176,973 +36,308	+26%	+$2.16M	0.28%	79
2024 Q3	$8.37M	Buy	140,665 +45,660	+48%	+$2.63M	0.26%	98
2024 Q2	$5.38M	Buy	95,005 +72,395	+320%	+$4.09M	0.34%	61
2024 Q1	$1.31M	Sell	22,610 -37,345	-62%	-$2.1M	0.19%	112
2023 Q4	$3.32M	Buy	+59,955	New	+$3.23M	0.43%	51

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

World Investment Advisors's JEPI Position: Q1 2026 in Review

World Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.2% in Q1 2026, buying an estimated $714K and bringing the position to 248,875 shares worth $14.1M. The position accounts for 0.23% of the portfolio, ranked #91.

World Investment Advisors first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

World Investment Advisors held 248,875 shares of JPMorgan Equity Premium Income ETF worth $14.1M as of Q1 2026.
World Investment Advisors bought 12,278 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $714K.
JPMorgan Equity Premium Income ETF made up 0.23% of World Investment Advisors's portfolio in Q1 2026, its #91 holding.
World Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.