Jefferies Group's JEPI Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 9,774 shares of JPMorgan Equity Premium Income ETF (JEPI) worth $559,464, representing 0.00% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in JEPI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 51,332 shares. Largest reduction occurred in Q2 2025, reducing 49,535 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's JPMorgan Equity Premium Income ETF (JEPI) Holding Value Over Time
Track share changes against reported price movement
Quarterly JPMorgan Equity Premium Income ETF (JEPI) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +8,700 | New Buy | 8,700 | $54.49 |
| Q1 2023 | +51,332 | Add 590.02% | 60,032 | $54.60 |
| Q2 2023 | +321 | Add 0.53% | 60,353 | $55.33 |
| Q3 2023 | +4,037 | Add 6.69% | 64,390 | $53.56 |
| Q4 2023 | -6,803 | Reduce 10.57% | 57,587 | $54.98 |
| Q1 2024 | -646 | Reduce 1.12% | 56,941 | $57.86 |
| Q2 2024 | +852 | Add 1.50% | 57,793 | $56.68 |
| Q3 2024 | +2,783 | Add 4.82% | 60,576 | $59.51 |
| Q4 2024 | +838 | Add 1.38% | 61,414 | $57.53 |
| Q1 2025 | -11,879 | Reduce 19.34% | 49,535 | $57.14 |
| Q2 2025 | -49,535 | Sold Out | 0 | $0.00 |
| Q4 2025 | +9,774 | New Buy | 9,774 | $57.24 |
Jefferies Group's JPMorgan Equity Premium Income ETF Investment FAQs
Jefferies Group first purchased JPMorgan Equity Premium Income ETF (JEPI) in Q4 2022, acquiring 8,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held JPMorgan Equity Premium Income ETF (JEPI) for 12 quarters since Q4 2022.
Jefferies Group's largest addition to JPMorgan Equity Premium Income ETF (JEPI) was in Q1 2023, adding 60,032 shares worth $3.28 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 9,774 shares of JPMorgan Equity Premium Income ETF (JEPI), valued at approximately $559,464.
As of the Q4 2025 filing, JPMorgan Equity Premium Income ETF (JEPI) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in JPMorgan Equity Premium Income ETF (JEPI) was 64,390 shares, as reported at the end of Q3 2023.