Apella Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Apella Capital’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	$20.8M	Sell	366,544 -16,029	-4%	-$905K	0.29%	69
2026 Q1	$22.1M	Buy	382,573 +34,692	+10%	+$2.02M	0.33%	67
2025 Q4	$19.9M	Buy	347,881 +9,499	+3%	+$542K	0.39%	60
2025 Q3	$19.1M	Buy	338,382 +254,521	+304%	+$14.5M	0.43%	56
2025 Q2	$4.76M	Buy	+83,861	New	+$4.65M	0.13%	112

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

Apella Capital's JEPI Position: Q2 2026 in Review

Apella Capital reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.2% in Q2 2026, selling an estimated $905K and leaving 366,544 shares worth $20.8M. The position accounts for 0.29% of the portfolio, ranked #69.

Apella Capital first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.1M in Q1 2026. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Apella Capital held 366,544 shares of JPMorgan Equity Premium Income ETF worth $20.8M as of Q2 2026.
Apella Capital sold 16,029 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $905K.
JPMorgan Equity Premium Income ETF made up 0.29% of Apella Capital's portfolio in Q2 2026, its #69 holding.
Apella Capital first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
Apella Capital's JPMorgan Equity Premium Income ETF position peaked at $22.1M in Q1 2026.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.