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

Aspect 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 Q3	$5.62K	Hold	100	–	–	﹤0.01%	365
2026 Q2	$5.65K	Hold	100	–	–	﹤0.01%	394
2026 Q1	$5.67K	Hold	100	–	–	﹤0.01%	342
2025 Q4	$5.72K	Sell	100 -240	-71%	-$13.7K	﹤0.01%	359
2025 Q3	$19.4K	Hold	340	–	–	0.01%	230
2025 Q2	$19.3K	Buy	340 +290	+580%	+$16.1K	0.01%	222
2025 Q1	$2.86K	Hold	50	–	–	﹤0.01%	413
2024 Q4	$2.88K	Hold	50	–	–	﹤0.01%	438
2024 Q3	$2.98K	Hold	50	–	–	﹤0.01%	411
2024 Q2	$2.83K	Buy	50 +20	+67%	+$1.13K	﹤0.01%	420
2024 Q1	$1.74K	Buy	30 +10	+50%	+$563	﹤0.01%	457
2023 Q4	$1.1K	Buy	+20	New	+$1.08K	﹤0.01%	468

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

Aspect Partners's JEPI Position: Q3 2026 in Review

Aspect Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 100 shares worth $5.62K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Aspect Partners first reported a position in JEPI in Q4 2023 and has held it in 12 quarters since. The position peaked at $19.4K in Q3 2025. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Aspect Partners held 100 shares of JPMorgan Equity Premium Income ETF worth $5.62K as of Q3 2026.
Aspect Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #365 holding.
Aspect Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's JPMorgan Equity Premium Income ETF position peaked at $19.4K in Q3 2025.
495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.