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JEPI icon

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

Ancora 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 		$1.88M Sell
33,326
-4,598
-12% -$260K 0.04% 322
2026
Q1 		$2.15M Sell
37,924
-6
-0% -$349 0.05% 278
2025
Q4 		$2.17M Buy
37,930
+1,545
+4% +$88.2K 0.04% 288
2025
Q3 		$2.08M Sell
36,385
-1,330
-4% -$75.5K 0.04% 287
2025
Q2 		$2.14M Sell
37,715
-1,934
-5% -$107K 0.04% 284
2025
Q1 		$2.27M Sell
39,649
-432
-1% -$25.2K 0.05% 263
2024
Q4 		$2.31M Sell
40,081
-1,252
-3% -$74.3K 0.05% 257
2024
Q3 		$2.46M Sell
41,333
-111
-0.3% -$6.38K 0.06% 247
2024
Q2 		$2.35M Buy
41,444
+1,332
+3% +$75.3K 0.06% 247
2024
Q1 		$2.32M Buy
40,112
+5,747
+17% +$324K 0.05% 255
2023
Q4 		$1.89M Buy
34,365
+12,226
+55% +$659K 0.04% 274
2023
Q3 		$1.19M Buy
22,139
+748
+3% +$41.2K 0.03% 329
2023
Q2 		$1.18M Buy
21,391
+1,110
+5% +$60.6K 0.03% 326
2023
Q1 		$1.11M Sell
20,281
-21,502
-51% -$1.17M 0.03% 335
2022
Q4 		$2.28M Buy
41,783
+25,172
+152% +$1.37M 0.07% 237
2022
Q3 		$851K Buy
16,611
+11,849
+249% +$659K 0.03% 387
2022
Q2 		$264K Buy
4,762
+1,505
+46% +$87.1K 0.01% 683
2022
Q1 		$200K Buy
+3,257
New +$197K ﹤0.01% 791

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

Ancora Advisors's JEPI Position: Q2 2026 in Review

Ancora Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, selling an estimated $260K and leaving 33,326 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #322.

Ancora Advisors first reported a position in JEPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.46M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Ancora Advisors held 33,326 shares of JPMorgan Equity Premium Income ETF worth $1.88M as of Q2 2026.
  • Ancora Advisors sold 4,598 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $260K.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Ancora Advisors's portfolio in Q2 2026, its #322 holding.
  • Ancora Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Ancora Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.46M in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.