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Autumn Glory Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Autumn Glory Partners’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 		$689K Sell
12,196
-18,772
-61% -$1.06M 0.2% 114
2026
Q1 		$1.76M Buy
30,968
+4,885
+19% +$284K 0.64% 41
2025
Q4 		$1.49M Buy
26,083
+4,347
+20% +$248K 0.52% 51
2025
Q3 		$1.24M Buy
21,736
+2,450
+13% +$139K 0.51% 55
2025
Q2 		$1.1M Sell
19,286
-2,450
-11% -$136K 0.51% 51
2025
Q1 		$1.24M Buy
21,736
+1,240
+6% +$72.2K 0.62% 50
2024
Q4 		$1.18M Sell
20,496
-8,776
-30% -$521K 0.58% 52
2024
Q3 		$1.74M Buy
29,272
+9,089
+45% +$523K 0.67% 44
2024
Q2 		$1.14M Sell
20,183
-73
-0.4% -$4.13K 0.58% 55
2024
Q1 		$1.17M Hold
20,256
– – 0.57% 56
2023
Q4 		$1.12M Buy
20,256
+35
+0.2% +$1.89K 0.64% 49
2023
Q3 		$1.08M Buy
20,221
+5,462
+37% +$301K 0.66% 51
2023
Q2 		$817K Buy
14,759
+1,289
+10% +$70.4K 0.6% 52
2023
Q1 		$735K Sell
13,470
-3,814
-22% -$207K 0.63% 46
2022
Q4 		$942K Buy
17,284
+8,849
+105% +$481K 0.5% 61
2022
Q3 		$432K Buy
+8,435
New +$469K 0.29% 88

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Autumn Glory Partners's JEPI Position: Q2 2026 in Review

Autumn Glory Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 61% in Q2 2026, selling an estimated $1.06M and leaving 12,196 shares worth $689K. The position accounts for 0.2% of the portfolio, ranked #114.

Autumn Glory Partners first reported a position in JEPI in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.76M in Q1 2026. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Autumn Glory Partners held 12,196 shares of JPMorgan Equity Premium Income ETF worth $689K as of Q2 2026.
  • Autumn Glory Partners sold 18,772 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.06M.
  • JPMorgan Equity Premium Income ETF made up 0.2% of Autumn Glory Partners's portfolio in Q2 2026, its #114 holding.
  • Autumn Glory Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
  • Autumn Glory Partners's JPMorgan Equity Premium Income ETF position peaked at $1.76M in Q1 2026.
  • 1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.