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

Ameritas 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	$4.76M	Buy	84,240 +62,104	+281%	+$3.51M	0.1%	208
2026 Q1	$1.25M	Sell	22,136 -3,841	-15%	-$223K	0.05%	323
2025 Q4	$1.49M	Buy	25,977 +4,027	+18%	+$230K	0.06%	287
2025 Q3	$1.25M	Sell	21,950 -62,912	-74%	-$3.57M	0.08%	209
2025 Q2	$4.82M	Sell	84,862 -60,202	-42%	-$3.33M	0.25%	80
2025 Q1	$8.3M	Sell	145,064 -602	-0.4%	-$35.1K	0.34%	56
2024 Q4	$8.38M	Buy	145,666 +23,182	+19%	+$1.38M	0.29%	67
2024 Q3	$7.29M	Sell	122,484 -11,526	-9%	-$663K	0.31%	68
2024 Q2	$7.6M	Buy	134,010 +27,875	+26%	+$1.58M	0.29%	71
2024 Q1	$6.07M	Buy	106,135 +61,916	+140%	+$3.49M	0.25%	82
2023 Q4	$2.44M	Sell	44,219 -67,429	-60%	-$3.64M	0.13%	148
2023 Q3	$5.98M	Buy	111,648 +72,139	+183%	+$3.98M	0.3%	69
2023 Q2	$2.16M	Sell	39,509 -69,827	-64%	-$3.81M	0.28%	80
2023 Q1	$6.01M	Buy	109,336 +6,189	+6%	+$336K	0.3%	72
2022 Q4	$5.62M	Buy	103,147 +48,972	+90%	+$2.66M	0.26%	91
2022 Q3	$2.77M	Buy	54,175 +25,196	+87%	+$1.4M	0.17%	127
2022 Q2	$1.61M	Buy	28,979 +24,257	+514%	+$1.4M	0.09%	214
2022 Q1	$290K	Buy	4,722 +477	+11%	+$28.9K	0.01%	674
2021 Q4	$268K	Buy	+4,245	New	+$262K	0.01%	682

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

Ameritas Advisory Services's JEPI Position: Q2 2026 in Review

Ameritas Advisory Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 281% in Q2 2026, buying an estimated $3.51M and bringing the position to 84,240 shares worth $4.76M. The position accounts for 0.1% of the portfolio, ranked #208.

Ameritas Advisory Services first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.38M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Ameritas Advisory Services held 84,240 shares of JPMorgan Equity Premium Income ETF worth $4.76M as of Q2 2026.
Ameritas Advisory Services bought 62,104 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.51M.
JPMorgan Equity Premium Income ETF made up 0.1% of Ameritas Advisory Services's portfolio in Q2 2026, its #208 holding.
Ameritas Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's JPMorgan Equity Premium Income ETF position peaked at $8.38M in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.