3Chopt Investment Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

3Chopt Investment Partners’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 Q2	$89.5K	Sell	1,584 -559	-26%	-$31.6K	0.02%	261
2026 Q1	$121K	Buy	2,143 +177	+9%	+$10.3K	0.03%	223
2025 Q4	$113K	Sell	1,966 -1,652	-46%	-$94.3K	0.03%	220
2025 Q3	$207K	Buy	3,618 +34	+0.9%	+$1.93K	0.05%	210
2025 Q2	$204K	Buy	3,584 +77	+2%	+$4.27K	0.05%	212
2025 Q1	$200K	Buy	+3,507	New	+$204K	0.05%	205
2024 Q3	–	Sell	-6,347	Closed	-$360K	–	122
2024 Q2	$360K	Buy	+6,347	New	+$359K	0.11%	147
2024 Q1	–	Sell	-6,340	Closed	-$351K	–	113
2023 Q4	$351K	Buy	+6,340	New	+$342K	0.13%	131

Other funds holding JEPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

3Chopt Investment Partners's JEPI Position: Q2 2026 in Review

3Chopt Investment Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 26% in Q2 2026, selling an estimated $31.6K and leaving 1,584 shares worth $89.5K. The position accounts for 0.02% of the portfolio, ranked #261.

3Chopt Investment Partners first reported a position in JEPI in Q4 2023 and has held it in 8 quarters since. The position peaked at $360K in Q2 2024. 687 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

3Chopt Investment Partners held 1,584 shares of JPMorgan Equity Premium Income ETF worth $89.5K as of Q2 2026.
3Chopt Investment Partners sold 559 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $31.6K.
JPMorgan Equity Premium Income ETF made up 0.02% of 3Chopt Investment Partners's portfolio in Q2 2026, its #261 holding.
3Chopt Investment Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 8 quarters since.
3Chopt Investment Partners's JPMorgan Equity Premium Income ETF position peaked at $360K in Q2 2024.
687 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.