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Acorn Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Acorn Wealth Advisors’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 		$413K Sell
7,307
-26,601
-78% -$1.5M 0.1% 187
2026
Q1 		$1.92M Sell
33,908
-1,346
-4% -$78.3K 0.56% 43
2025
Q4 		$2.02M Sell
35,254
-8,035
-19% -$459K 0.6% 44
2025
Q3 		$2.47M Sell
43,289
-3,106
-7% -$176K 0.77% 35
2025
Q2 		$2.64M Sell
46,395
-187
-0.4% -$10.4K 0.98% 24
2025
Q1 		$2.66M Buy
46,582
+114
+0.2% +$6.64K 1.11% 22
2024
Q4 		$2.67M Sell
46,468
-813
-2% -$48.3K 1.1% 21
2024
Q3 		$2.81M Buy
47,281
+1,683
+4% +$96.8K 1.21% 19
2024
Q2 		$2.58M Buy
45,598
+353
+0.8% +$20K 1.28% 19
2024
Q1 		$2.62M Sell
45,245
-78
-0.2% -$4.39K 1.37% 15
2023
Q4 		$2.49M Sell
45,323
-319
-0.7% -$17.2K 1.48% 15
2023
Q3 		$2.44M Sell
45,642
-3,440
-7% -$190K 1.63% 12
2023
Q2 		$2.72M Buy
49,082
+20,898
+74% +$1.14M 1.85% 11
2023
Q1 		$1.54M Buy
28,184
+4,786
+20% +$260K 1.14% 20
2022
Q4 		$1.27M Buy
+23,398
New +$1.27M 0.98% 24

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Acorn Wealth Advisors's JEPI Position: Q2 2026 in Review

Acorn Wealth Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 78% in Q2 2026, selling an estimated $1.5M and leaving 7,307 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #187.

Acorn Wealth Advisors first reported a position in JEPI in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.81M in Q3 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Acorn Wealth Advisors held 7,307 shares of JPMorgan Equity Premium Income ETF worth $413K as of Q2 2026.
  • Acorn Wealth Advisors sold 26,601 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.5M.
  • JPMorgan Equity Premium Income ETF made up 0.1% of Acorn Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • Acorn Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Acorn Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.81M in Q3 2024.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.