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Apollon Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Apollon Financial’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 		$1.19M Buy
21,033
+4,509
+27% +$255K 0.14% 125
2026
Q1 		$937K Buy
16,524
+1,727
+12% +$100K 0.13% 133
2025
Q4 		$847K Buy
14,797
+3,992
+37% +$228K 0.12% 131
2025
Q3 		$617K Buy
10,805
+2,320
+27% +$132K 0.1% 138
2025
Q2 		$482K Buy
8,485
+3,010
+55% +$167K 0.1% 142
2025
Q1 		$313K Buy
+5,475
New +$319K 0.07% 166

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

Apollon Financial's JEPI Position: Q2 2026 in Review

Apollon Financial increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 27% in Q2 2026, buying an estimated $255K and bringing the position to 21,033 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #125.

Apollon Financial first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Apollon Financial held 21,033 shares of JPMorgan Equity Premium Income ETF worth $1.19M as of Q2 2026.
  • Apollon Financial bought 4,509 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $255K.
  • JPMorgan Equity Premium Income ETF made up 0.14% of Apollon Financial's portfolio in Q2 2026, its #125 holding.
  • Apollon Financial first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.