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Beck Bode LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Beck Bode LLC’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 		$282K Buy
4,996
+679
+16% +$38.4K 0.04% 84
2026
Q1 		$245K Sell
4,317
-2,463
-36% -$143K 0.04% 82
2025
Q4 		$388K Sell
6,780
-539
-7% -$30.8K 0.06% 74
2025
Q3 		$418K Sell
7,319
-2,079
-22% -$118K 0.07% 75
2025
Q2 		$534K Sell
9,398
-5,553
-37% -$308K 0.09% 72
2025
Q1 		$854K Sell
14,951
-3,158
-17% -$184K 0.16% 62
2024
Q4 		$1.04M Sell
18,109
-6,918
-28% -$411K 0.19% 62
2024
Q3 		$1.49M Sell
25,027
-14,436
-37% -$830K 0.28% 57
2024
Q2 		$2.24M Sell
39,463
-7,321
-16% -$414K 0.45% 45
2024
Q1 		$2.71M Sell
46,784
-6,127
-12% -$345K 0.55% 52
2023
Q4 		$2.91M Sell
52,911
-2,891
-5% -$156K 0.65% 51
2023
Q3 		$2.99M Sell
55,802
-2,134
-4% -$118K 0.76% 45
2023
Q2 		$3.21M Sell
57,936
-4,264
-7% -$233K 0.78% 44
2023
Q1 		$3.4M Sell
62,200
-5,932
-9% -$322K 0.83% 43
2022
Q4 		$3.71M Sell
68,132
-69
-0.1% -$3.75K 0.83% 40
2022
Q3 		$3.49M Sell
68,201
-1,194
-2% -$66.4K 0.76% 42
2022
Q2 		$3.85M Buy
+69,395
New +$4.02M 0.82% 38

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 22.96% 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

Beck Bode LLC's JEPI Position: Q2 2026 in Review

Beck Bode LLC increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 16% in Q2 2026, buying an estimated $38.4K and bringing the position to 4,996 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #84.

Beck Bode LLC first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.85M in Q2 2022. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Beck Bode LLC held 4,996 shares of JPMorgan Equity Premium Income ETF worth $282K as of Q2 2026.
  • Beck Bode LLC bought 679 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $38.4K.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Beck Bode LLC's portfolio in Q2 2026, its #84 holding.
  • Beck Bode LLC first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • Beck Bode LLC's JPMorgan Equity Premium Income ETF position peaked at $3.85M in Q2 2022.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.