Acorn Financial Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Acorn Financial Advisory Services’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	$763K	Buy	13,506 +489	+4%	+$27.6K	0.1%	103
2026 Q1	$738K	Buy	13,017 +1,250	+11%	+$72.7K	0.1%	93
2025 Q4	$674K	Buy	11,767 +1,571	+15%	+$89.7K	0.1%	98
2025 Q3	$582K	Buy	10,196 +5,332	+110%	+$303K	0.09%	105
2025 Q2	$277K	Buy	4,864 +619	+15%	+$34.3K	0.05%	164
2025 Q1	$243K	Buy	+4,245	New	+$247K	0.04%	167

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 22.9% 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

Acorn Financial Advisory Services's JEPI Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.8% in Q2 2026, buying an estimated $27.6K and bringing the position to 13,506 shares worth $763K. The position accounts for 0.1% of the portfolio, ranked #103.

Acorn Financial Advisory Services first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Acorn Financial Advisory Services held 13,506 shares of JPMorgan Equity Premium Income ETF worth $763K as of Q2 2026.
Acorn Financial Advisory Services bought 489 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $27.6K.
JPMorgan Equity Premium Income ETF made up 0.1% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #103 holding.
Acorn Financial Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.