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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Aspect Partners's JEPI Position: Q2 2026 in Review

Aspect Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 100 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Aspect Partners first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.4K in Q3 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Aspect Partners held 100 shares of JPMorgan Equity Premium Income ETF worth $5.65K as of Q2 2026.
  • Aspect Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #394 holding.
  • Aspect Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's JPMorgan Equity Premium Income ETF position peaked at $19.4K in Q3 2025.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.