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

Atlas Capital 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
2025
Q2 		$266K Buy
4,675
+5
+0.1% +$277 0.03% 352
2025
Q1 		$267K Buy
4,670
+504
+12% +$29.4K 0.03% 352
2024
Q4 		$240K Buy
4,166
+1,504
+56% +$89.3K 0.03% 357
2024
Q3 		$158K Sell
2,662
-97
-4% -$5.58K 0.02% 413
2024
Q2 		$156K Buy
2,759
+418
+18% +$23.6K 0.02% 426
2024
Q1 		$135K Sell
2,341
-652
-22% -$36.7K 0.02% 434
2023
Q4 		$165K Sell
2,993
-5,028
-63% -$271K 0.02% 408
2023
Q3 		$430K Sell
8,021
-2,300
-22% -$127K 0.07% 216
2023
Q2 		$571K Sell
10,321
-11,556
-53% -$631K 0.09% 181
2023
Q1 		$1.19M Sell
21,877
-9,631
-31% -$523K 0.19% 91
2022
Q4 		$1.72M Sell
31,508
-1,100
-3% -$59.7K 0.29% 68
2022
Q3 		$1.67M Sell
32,608
-5,219
-14% -$290K 0.3% 64
2022
Q2 		$2.1M Buy
37,827
+2,021
+6% +$117K 0.36% 57
2022
Q1 		$2.2M Buy
35,806
+5,300
+17% +$321K 0.34% 65
2021
Q4 		$1.93M Buy
30,506
+10,844
+55% +$668K 0.29% 76
2021
Q3 		$1.17M Buy
19,662
+3,378
+21% +$208K 0.19% 102
2021
Q2 		$986K Buy
16,284
+8,542
+110% +$508K 0.17% 118
2021
Q1 		$450K Buy
+7,742
New +$435K 0.09% 213

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atlas Capital Advisors's JEPI Position: Q2 2025 in Review

Atlas Capital Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.11% in Q2 2025, buying an estimated $277 and bringing the position to 4,675 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #352.

Atlas Capital Advisors first reported a position in JEPI in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.2M in Q1 2022. 1,287 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

  • Atlas Capital Advisors held 4,675 shares of JPMorgan Equity Premium Income ETF worth $266K as of Q2 2025.
  • Atlas Capital Advisors bought 5 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $277.
  • JPMorgan Equity Premium Income ETF made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2025, its #352 holding.
  • Atlas Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2021 and has held it in 18 quarters since.
  • Atlas Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.2M in Q1 2022.
  • 1,287 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.