Auour Investments’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Auour Investments’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	$368K	Buy	6,521 +160	+3%	+$9.04K	0.11%	70
2026 Q1	$361K	Sell	6,361 -10,447	-62%	-$608K	0.11%	68
2025 Q4	$962K	Buy	16,808 +4,165	+33%	+$238K	0.31%	44
2025 Q3	$722K	Sell	12,643 -116	-0.9%	-$6.59K	0.24%	47
2025 Q2	$725K	Buy	12,759 +567	+5%	+$31.4K	0.25%	45
2025 Q1	$678K	Sell	12,192 -3,351	-22%	-$195K	0.25%	45
2024 Q4	$917K	Sell	15,543 -2,767	-15%	-$164K	0.32%	42
2024 Q3	$1.08M	Sell	18,310 -1,847	-9%	-$106K	0.39%	42
2024 Q2	$1.14M	Sell	20,157 -1	-0%	-$57	0.43%	39
2024 Q1	$1.17M	Buy	20,158 +1,226	+6%	+$69.1K	0.43%	40
2023 Q4	$1.06M	Sell	18,932 -1,450	-7%	-$78.2K	0.42%	40
2023 Q3	$1.09M	Buy	20,382 +3,646	+22%	+$201K	0.46%	40
2023 Q2	$926K	Buy	+16,736	New	+$914K	0.39%	39

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

Auour Investments's JEPI Position: Q2 2026 in Review

Auour Investments increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.5% in Q2 2026, buying an estimated $9.04K and bringing the position to 6,521 shares worth $368K. The position accounts for 0.11% of the portfolio, ranked #70.

Auour Investments first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q1 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Auour Investments held 6,521 shares of JPMorgan Equity Premium Income ETF worth $368K as of Q2 2026.
Auour Investments bought 160 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $9.04K.
JPMorgan Equity Premium Income ETF made up 0.11% of Auour Investments's portfolio in Q2 2026, its #70 holding.
Auour Investments first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
Auour Investments's JPMorgan Equity Premium Income ETF position peaked at $1.17M in Q1 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.