Ken Fisher's JEPI Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 10,397 shares of JPMorgan Equity Premium Income ETF (JEPI) worth $589,335, representing 0.00% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in JEPI, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 9,663 shares. Largest reduction occurred in Q3 2023, reducing 4,837 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +734 | Add 7.60% | 10,397 | $56.68 |
| Q4 2025 | +9,663 | New Buy | 9,663 | $57.24 |
| Q3 2025 | -4,735 | Sold Out | 0 | $0.00 |
| Q2 2025 | -2,497 | Reduce 34.53% | 4,735 | $56.86 |
| Q1 2025 | +1,249 | Add 20.88% | 7,232 | $57.14 |
| Q4 2024 | +2,328 | Add 63.69% | 5,983 | $57.54 |
| Q3 2024 | -1,874 | Reduce 33.89% | 3,655 | $59.52 |
| Q2 2024 | -3,837 | Reduce 40.97% | 5,529 | $56.69 |
| Q1 2024 | +9,366 | New Buy | 9,366 | $57.86 |
| Q3 2023 | -4,837 | Sold Out | 0 | $0.00 |
| Q2 2023 | +465 | Add 10.64% | 4,837 | $55.34 |
| Q1 2023 | +4,372 | New Buy | 4,372 | $54.60 |
Ken Fisher's JPMorgan Equity Premium Income ETF Investment FAQs
Ken Fisher first purchased JPMorgan Equity Premium Income ETF (JEPI) in Q1 2023, acquiring 4,372 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held JPMorgan Equity Premium Income ETF (JEPI) for 12 quarters since Q1 2023.
Ken Fisher's largest addition to JPMorgan Equity Premium Income ETF (JEPI) was in Q4 2025, adding 9,663 shares worth $553,115.
According to the latest 13F filing for Q1 2026, Ken Fisher's firm, Fisher Asset Management, LLC, owns 10,397 shares of JPMorgan Equity Premium Income ETF (JEPI), valued at approximately $589,335.
As of the Q1 2026 filing, JPMorgan Equity Premium Income ETF (JEPI) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in JPMorgan Equity Premium Income ETF (JEPI) was 10,397 shares, as reported at the end of Q1 2026.