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

Arcus Capital 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	$722K	Buy	12,791 +272	+2%	+$15.4K	0.3%	49
2026 Q1	$710K	Buy	12,519 +659	+6%	+$38.3K	0.26%	52
2025 Q4	$679K	Buy	11,860 +20	+0.2%	+$1.14K	0.24%	70
2025 Q3	$676K	Buy	11,840 +356	+3%	+$20.2K	0.3%	65
2025 Q2	$653K	Sell	11,484 -36	-0.3%	-$1.99K	0.28%	64
2025 Q1	$658K	Buy	11,520 +5,581	+94%	+$325K	0.26%	64
2024 Q4	$344K	Sell	5,939 -45,321	-88%	-$2.69M	0.11%	83
2024 Q3	$3.05M	Buy	51,260 +43,158	+533%	+$2.48M	1.1%	14
2024 Q2	$459K	Buy	8,102 +2,163	+36%	+$122K	0.18%	72
2024 Q1	$344K	Buy	5,939 +2,528	+74%	+$142K	0.11%	83
2023 Q4	$188K	Buy	+3,411	New	+$184K	0.07%	97
2023 Q3	–	Sell	-29,256	Closed	-$1.62M	–	129
2023 Q2	$1.62M	Buy	29,256 +73	+0.3%	+$3.99K	0.48%	29
2023 Q1	$1.59M	Buy	29,183 +83	+0.3%	+$4.5K	0.54%	27
2022 Q4	$1.59M	Buy	29,100 +3,125	+12%	+$170K	0.63%	22
2022 Q3	$1.33M	Buy	+25,975	New	+$1.45M	0.56%	26

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

Arcus Capital Partners's JEPI Position: Q2 2026 in Review

Arcus Capital Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.2% in Q2 2026, buying an estimated $15.4K and bringing the position to 12,791 shares worth $722K. The position accounts for 0.3% of the portfolio, ranked #49.

Arcus Capital Partners first reported a position in JEPI in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.05M in Q3 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Arcus Capital Partners held 12,791 shares of JPMorgan Equity Premium Income ETF worth $722K as of Q2 2026.
Arcus Capital Partners bought 272 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $15.4K.
JPMorgan Equity Premium Income ETF made up 0.3% of Arcus Capital Partners's portfolio in Q2 2026, its #49 holding.
Arcus Capital Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 15 quarters since.
Arcus Capital Partners's JPMorgan Equity Premium Income ETF position peaked at $3.05M in Q3 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Arcus Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.