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Atlas Brown’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Atlas Brown’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 		– Sell
-4,215
Closed -$238K – 242
2026
Q2 		$238K Sell
4,215
-55
-1% -$3.11K 0.06% 219
2026
Q1 		$242K Sell
4,270
-190
-4% -$11.1K 0.07% 201
2025
Q4 		$255K Sell
4,460
-28
-0.6% -$1.6K 0.08% 196
2025
Q3 		$256K Buy
4,488
+10
+0.2% +$568 0.08% 194
2025
Q2 		$255K Buy
4,478
+49
+1% +$2.71K 0.08% 192
2025
Q1 		$253K Sell
4,429
-90
-2% -$5.24K 0.09% 184
2024
Q4 		$260K Sell
4,519
-469
-9% -$27.8K 0.09% 181
2024
Q3 		$297K Buy
4,988
+93
+2% +$5.35K 0.1% 168
2024
Q2 		$277K Buy
4,895
+550
+13% +$31.1K 0.1% 170
2024
Q1 		$251K Sell
4,345
-9
-0.2% -$507 0.09% 176
2023
Q4 		$239K Sell
4,354
-1,706
-28% -$92K 0.1% 169
2023
Q3 		$325K Sell
6,060
-377
-6% -$20.8K 0.15% 133
2023
Q2 		$356K Buy
6,437
+915
+17% +$50K 0.16% 131
2023
Q1 		$302K Buy
+5,522
New +$300K 0.14% 137

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

Atlas Brown's JEPI Position: Q3 2026 in Review

Atlas Brown sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026, closing a stake of 4,215 shares — an estimated $238K sold.

Atlas Brown first reported a position in JEPI in Q1 2023 and held it in 14 quarters. The position peaked at $356K in Q2 2023. 67 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Atlas Brown reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2026 after selling out during the quarter.
  • Atlas Brown sold 4,215 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $238K.
  • Atlas Brown first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and held it in 14 quarters.
  • Atlas Brown's JPMorgan Equity Premium Income ETF position peaked at $356K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.