BOLTON SECURITIES CORPORATION’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$3.32M	Buy	+58,100	New	+$3.39M	0.2%	139

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JEPI Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025: 58,100 shares worth $3.32M. The stake represents 0.2% of the portfolio and ranks #139 among its holdings.

1,271 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

BOLTON SECURITIES CORPORATION held 58,100 shares of JPMorgan Equity Premium Income ETF worth $3.32M as of Q1 2025.
JPMorgan Equity Premium Income ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
JPMorgan Equity Premium Income ETF made up 0.2% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #139 holding.
1,271 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.