Arrowroot Family Office’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Arrowroot Family Office’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	$911K	Sell	16,130 -8,823	-35%	-$498K	0.26%	80
2026 Q1	$1.41M	Buy	24,953 +3,898	+19%	+$227K	0.47%	49
2025 Q4	$1.21M	Buy	21,055 +1,989	+10%	+$114K	0.44%	51
2025 Q3	$1.09M	Buy	19,066 +570	+3%	+$32.4K	0.43%	54
2025 Q2	$1.05M	Buy	+18,496	New	+$1.02M	0.47%	51
2024 Q4	$902K	Buy	15,676 +1,379	+10%	+$81.9K	0.47%	51
2024 Q3	$851K	Buy	14,297 +1,438	+11%	+$82.7K	0.5%	49
2024 Q2	$729K	Buy	12,859 +48	+0.4%	+$2.71K	0.47%	53
2024 Q1	$741K	Buy	+12,811	New	+$722K	0.48%	54

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

Arrowroot Family Office's JEPI Position: Q2 2026 in Review

Arrowroot Family Office reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 35% in Q2 2026, selling an estimated $498K and leaving 16,130 shares worth $911K. The position accounts for 0.26% of the portfolio, ranked #80.

Arrowroot Family Office first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Arrowroot Family Office held 16,130 shares of JPMorgan Equity Premium Income ETF worth $911K as of Q2 2026.
Arrowroot Family Office sold 8,823 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $498K.
JPMorgan Equity Premium Income ETF made up 0.26% of Arrowroot Family Office's portfolio in Q2 2026, its #80 holding.
Arrowroot Family Office first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Arrowroot Family Office's JPMorgan Equity Premium Income ETF position peaked at $1.41M in Q1 2026.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.