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JEPI icon

Acorns Advisers’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Acorns Advisers’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 		$2.51M Buy
44,426
+6,904
+18% +$390K 0.02% 38
2026
Q1 		$2.13M Buy
37,522
+4,936
+15% +$287K 0.02% 36
2025
Q4 		$1.86M Buy
32,586
+4,655
+17% +$266K 0.01% 36
2025
Q3 		$1.59M Buy
27,931
+5,597
+25% +$318K 0.01% 34
2025
Q2 		$1.27M Buy
22,334
+6,196
+38% +$343K 0.01% 35
2025
Q1 		$922K Buy
16,138
+3,125
+24% +$182K 0.01% 35
2024
Q4 		$749K Buy
13,013
+4,605
+55% +$273K 0.01% 37
2024
Q3 		$500K Buy
8,408
+1,986
+31% +$114K ﹤0.01% 37
2024
Q2 		$364K Buy
6,422
+2,649
+70% +$150K ﹤0.01% 38
2024
Q1 		$218K Buy
+3,773
New +$213K ﹤0.01% 41

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

Acorns Advisers's JEPI Position: Q2 2026 in Review

Acorns Advisers increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 18% in Q2 2026, buying an estimated $390K and bringing the position to 44,426 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #38.

Acorns Advisers first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Acorns Advisers held 44,426 shares of JPMorgan Equity Premium Income ETF worth $2.51M as of Q2 2026.
  • Acorns Advisers bought 6,904 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $390K.
  • JPMorgan Equity Premium Income ETF made up 0.02% of Acorns Advisers's portfolio in Q2 2026, its #38 holding.
  • Acorns Advisers first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Acorns Advisers's 13F filing for Q2 2026, filed 14 Aug 2026.