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 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

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

Atlas Brown's JEPI Position: Q2 2026 in Review

Atlas Brown reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.3% in Q2 2026, selling an estimated $3.11K and leaving 4,215 shares worth $238K. The position accounts for 0.06% of the portfolio, ranked #219.

Atlas Brown first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $356K in Q2 2023. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Atlas Brown held 4,215 shares of JPMorgan Equity Premium Income ETF worth $238K as of Q2 2026.
Atlas Brown sold 55 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.11K.
JPMorgan Equity Premium Income ETF made up 0.06% of Atlas Brown's portfolio in Q2 2026, its #219 holding.
Atlas Brown first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Atlas Brown's JPMorgan Equity Premium Income ETF position peaked at $356K in Q2 2023.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.