Anchor Capital Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Anchor Capital Management Group’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	$2.43M	Sell	39,500 -500	-1%	-$28.2K	1.67%	4
2026 Q1	$2.27M	Hold	40,000	–	–	1.58%	5
2025 Q4	$2.28M	Hold	40,000	–	–	1.16%	6
2025 Q3	$2.28M	Hold	40,000	–	–	1.16%	6
2025 Q2	$2.27M	Hold	40,000	–	–	1.06%	7
2025 Q1	$2.29M	Hold	40,000	–	–	1.05%	7
2024 Q4	$2.3M	Buy	+40,000	New	+$2.38M	0.83%	6

Other funds holding JEPI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Anchor Capital Management Group's JEPI Position: Q2 2026 in Review

Anchor Capital Management Group reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.3% in Q2 2026, selling an estimated $28.2K and leaving 39,500 shares worth $2.43M. The position accounts for 1.67% of the portfolio, ranked #4.

Anchor Capital Management Group first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 881 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Anchor Capital Management Group held 39,500 shares of JPMorgan Equity Premium Income ETF worth $2.43M as of Q2 2026.
Anchor Capital Management Group sold 500 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $28.2K.
JPMorgan Equity Premium Income ETF made up 1.67% of Anchor Capital Management Group's portfolio in Q2 2026, its #4 holding.
Anchor Capital Management Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
881 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Anchor Capital Management Group's 13F filing for Q2 2026, filed 28 Jul 2026.