Accredited Investors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Accredited Investors’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	$544K	Buy	9,640 +119	+1%	+$6.72K	0.02%	171
2026 Q1	$540K	Buy	9,521 +1,526	+19%	+$88.8K	0.03%	152
2025 Q4	$458K	Buy	7,995 +297	+4%	+$17K	0.02%	166
2025 Q3	$440K	Buy	7,698 +121	+2%	+$6.87K	0.02%	156
2025 Q2	$431K	Sell	7,577 -314	-4%	-$17.4K	0.03%	148
2025 Q1	$451K	Buy	7,891 +552	+8%	+$32.2K	0.03%	135
2024 Q4	$422K	Hold	7,339	–	–	0.02%	145
2024 Q3	$437K	Buy	+7,339	New	+$422K	0.03%	141

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accredited Investors's JEPI Position: Q2 2026 in Review

Accredited Investors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.2% in Q2 2026, buying an estimated $6.72K and bringing the position to 9,640 shares worth $544K. The position accounts for 0.02% of the portfolio, ranked #171.

Accredited Investors first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Accredited Investors held 9,640 shares of JPMorgan Equity Premium Income ETF worth $544K as of Q2 2026.
Accredited Investors bought 119 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.72K.
JPMorgan Equity Premium Income ETF made up 0.02% of Accredited Investors's portfolio in Q2 2026, its #171 holding.
Accredited Investors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.