AP
JEPI icon

Atwood & Palmer’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Atwood & Palmer’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 		– Hold
0
– – – 496
2026
Q1 		– Sell
-243
Closed -$13.9K – 545
2025
Q4 		$13.9K Sell
243
-1,324
-84% -$75.6K ﹤0.01% 352
2025
Q3 		$89.5K Buy
1,567
+1,333
+570% +$75.7K 0.01% 201
2025
Q2 		$13.3K Buy
+234
New +$13K ﹤0.01% 360

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

Atwood & Palmer's JEPI Position: Q3 2026 in Review

Atwood & Palmer held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q3 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Atwood & Palmer first reported a position in JEPI in Q2 2025 and has held it in 3 quarters since. The position peaked at $89.5K in Q3 2025. 67 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Atwood & Palmer held 0 shares of JPMorgan Equity Premium Income ETF worth $1 as of Q3 2026.
  • Atwood & Palmer left its JPMorgan Equity Premium Income ETF share count unchanged in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #496 holding.
  • Atwood & Palmer first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 3 quarters since.
  • Atwood & Palmer's JPMorgan Equity Premium Income ETF position peaked at $89.5K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.