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

Bessemer 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	$11K	Buy	200 +55	+38%	+$3.11K	﹤0.01%	2139
2026 Q1	$8K	Sell	145 -20,147	-99%	-$1.17M	﹤0.01%	2159
2025 Q4	$1.16M	Hold	20,292	–	–	﹤0.01%	928
2025 Q3	$1.16M	Buy	20,292 +185	+0.9%	+$10.5K	﹤0.01%	614
2025 Q2	$1.14M	Sell	20,107 -286	-1%	-$15.8K	﹤0.01%	600
2025 Q1	$1.17M	Sell	20,393 -184,329	-90%	-$10.7M	﹤0.01%	645
2024 Q4	$11.8M	Buy	+204,722	New	+$12.2M	0.02%	303
2024 Q3	–	Sell	-10,615	Closed	-$602K	–	2649
2024 Q2	$602K	Buy	10,615 +8,121	+326%	+$459K	﹤0.01%	765
2024 Q1	$144K	Hold	2,494	–	–	﹤0.01%	1091
2023 Q4	$137K	Buy	2,494 +2,205	+763%	+$119K	﹤0.01%	1136
2023 Q3	$15K	Buy	+289	New	+$15.9K	﹤0.01%	1520
2021 Q3	–	Sell	-7,952	Closed	-$482K	–	1716
2021 Q2	$482K	Buy	+7,952	New	+$472K	﹤0.01%	586

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

Bessemer Group's JEPI Position: Q2 2026 in Review

Bessemer Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 38% in Q2 2026, buying an estimated $3.11K and bringing the position to 200 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2139.

Bessemer Group first reported a position in JEPI in Q2 2021 and has held it in 12 quarters since. The position peaked at $11.8M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Bessemer Group held 200 shares of JPMorgan Equity Premium Income ETF worth $11K as of Q2 2026.
Bessemer Group bought 55 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $3.11K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #2139 holding.
Bessemer Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 12 quarters since.
Bessemer Group's JPMorgan Equity Premium Income ETF position peaked at $11.8M in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.