Alexander Labrunerie & Co’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Alexander Labrunerie & Co’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	$362K	Buy	6,410 +89	+1%	+$5.03K	0.13%	81
2026 Q1	$358K	Sell	6,321 -54	-0.8%	-$3.14K	0.13%	84
2025 Q4	$365K	Buy	6,375 +2,528	+66%	+$144K	0.13%	79
2025 Q3	$220K	Buy	+3,847	New	+$218K	0.08%	107

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

Alexander Labrunerie & Co's JEPI Position: Q2 2026 in Review

Alexander Labrunerie & Co increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.4% in Q2 2026, buying an estimated $5.03K and bringing the position to 6,410 shares worth $362K. The position accounts for 0.13% of the portfolio, ranked #81.

Alexander Labrunerie & Co first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $365K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Alexander Labrunerie & Co held 6,410 shares of JPMorgan Equity Premium Income ETF worth $362K as of Q2 2026.
Alexander Labrunerie & Co bought 89 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.03K.
JPMorgan Equity Premium Income ETF made up 0.13% of Alexander Labrunerie & Co's portfolio in Q2 2026, its #81 holding.
Alexander Labrunerie & Co first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
Alexander Labrunerie & Co's JPMorgan Equity Premium Income ETF position peaked at $365K in Q4 2025.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q2 2026, filed 3 Aug 2026.