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

AssuredPartners 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	$589K	Sell	10,424 -151	-1%	-$8.53K	0.06%	238
2026 Q1	$600K	Buy	+10,575	New	+$615K	0.07%	226

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

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

AssuredPartners Investment Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.4% in Q2 2026, selling an estimated $8.53K and leaving 10,424 shares worth $589K. The position accounts for 0.06% of the portfolio, ranked #238.

AssuredPartners Investment Advisors first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $600K in Q1 2026. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

AssuredPartners Investment Advisors held 10,424 shares of JPMorgan Equity Premium Income ETF worth $589K as of Q2 2026.
AssuredPartners Investment Advisors sold 151 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $8.53K.
JPMorgan Equity Premium Income ETF made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #238 holding.
AssuredPartners Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
AssuredPartners Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $600K in Q1 2026.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.