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

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

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. 1,411 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.
1,411 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.