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

Arbor Investment 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	$214K	Buy	+3,797	New	+$214K	0.02%	134
2025 Q4	–	Sell	-3,797	Closed	-$217K	–	121
2025 Q3	$217K	Buy	+3,797	New	+$216K	0.03%	119
2024 Q4	–	Sell	-4,173	Closed	-$248K	–	114
2024 Q3	$248K	Buy	+4,173	New	+$240K	0.03%	101

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 22.9% 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

Arbor Investment Advisors's JEPI Position: Q2 2026 in Review

Arbor Investment Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 3,797 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #134 among its holdings. This is a return to the name: Arbor Investment Advisors previously reported a position in JEPI as recently as Q3 2025.

Arbor Investment Advisors first reported a position in JEPI in Q3 2024 and has held it in 3 quarters since. The position peaked at $248K in Q3 2024. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Arbor Investment Advisors held 3,797 shares of JPMorgan Equity Premium Income ETF worth $214K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Arbor Investment Advisors position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Arbor Investment Advisors's portfolio in Q2 2026, its #134 holding.
Arbor Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 3 quarters since.
Arbor Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $248K in Q3 2024.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.