Arax Advisory Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Arax Advisory Partners’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	$24.4M	Buy	432,321 +236,452	+121%	+$13.4M	0.16%	126
2026 Q1	$11.1M	Buy	195,869 +188,912	+2,715%	+$11M	0.31%	69
2025 Q4	$398K	Buy	+6,957	New	+$397K	0.01%	694
2025 Q3	–	Sell	-14,204	Closed	-$807K	–	3995
2025 Q2	$807K	Buy	14,204 +12,591	+781%	+$697K	0.04%	287
2025 Q1	$92.2K	Buy	1,613 +656	+69%	+$38.2K	0.01%	750
2024 Q4	$55K	Buy	957 +19	+2%	+$1.13K	﹤0.01%	874
2024 Q3	$55.8K	Sell	938 -1,269	-57%	-$73K	0.01%	679
2024 Q2	$125K	Buy	2,207 +16	+0.7%	+$905	0.01%	430
2024 Q1	$127K	Sell	2,191 -107	-5%	-$6.03K	0.01%	352
2023 Q4	$126K	Buy	2,298 +12	+0.5%	+$647	0.01%	341
2023 Q3	$122K	Hold	2,286	–	–	0.02%	319
2023 Q2	$126K	Hold	2,286	–	–	0.02%	308
2023 Q1	$125K	Hold	2,286	–	–	0.02%	315
2022 Q4	$125K	Buy	2,286 +876	+62%	+$47.6K	0.02%	301
2022 Q3	$72K	Buy	+1,410	New	+$78.5K	0.01%	370
2022 Q2	–	Sell	-850	Closed	-$52K	–	1202
2022 Q1	$52K	Buy	+850	New	+$51.5K	0.01%	447

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

Arax Advisory Partners's JEPI Position: Q2 2026 in Review

Arax Advisory Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 121% in Q2 2026, buying an estimated $13.4M and bringing the position to 432,321 shares worth $24.4M. The position accounts for 0.16% of the portfolio, ranked #126.

Arax Advisory Partners first reported a position in JEPI in Q1 2022 and has held it in 16 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Arax Advisory Partners held 432,321 shares of JPMorgan Equity Premium Income ETF worth $24.4M as of Q2 2026.
Arax Advisory Partners bought 236,452 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $13.4M.
JPMorgan Equity Premium Income ETF made up 0.16% of Arax Advisory Partners's portfolio in Q2 2026, its #126 holding.
Arax Advisory Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 16 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.