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Bay Rivers Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bay Rivers Group’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 		$1.32M Buy
23,360
+3,006
+15% +$170K 0.45% 42
2026
Q1 		$1.15M Buy
20,354
+4,012
+25% +$233K 0.48% 41
2025
Q4 		$935K Buy
16,342
+4,316
+36% +$246K 0.38% 44
2025
Q3 		$687K Buy
12,026
+1,442
+14% +$81.9K 0.29% 49
2025
Q2 		$602K Buy
10,584
+417
+4% +$23.1K 0.28% 50
2025
Q1 		$581K Buy
10,167
+2,530
+33% +$147K 0.3% 48
2024
Q4 		$439K Buy
7,637
+1,517
+25% +$90.1K 0.21% 57
2024
Q3 		$364K Buy
6,120
+60
+1% +$3.45K 0.18% 62
2024
Q2 		$343K Buy
6,060
+1,780
+42% +$101K 0.18% 57
2024
Q1 		$248K Buy
4,280
+490
+13% +$27.6K 0.14% 70
2023
Q4 		$208K Buy
+3,790
New +$204K 0.13% 67

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bay Rivers Group's JEPI Position: Q2 2026 in Review

Bay Rivers Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, buying an estimated $170K and bringing the position to 23,360 shares worth $1.32M. The position accounts for 0.45% of the portfolio, ranked #42.

Bay Rivers Group first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 704 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Bay Rivers Group held 23,360 shares of JPMorgan Equity Premium Income ETF worth $1.32M as of Q2 2026.
  • Bay Rivers Group bought 3,006 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $170K.
  • JPMorgan Equity Premium Income ETF made up 0.45% of Bay Rivers Group's portfolio in Q2 2026, its #42 holding.
  • Bay Rivers Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 704 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Bay Rivers Group's 13F filing for Q2 2026, filed 9 Jul 2026.