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Blue Chip Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Blue Chip 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 		$1.13M Buy
20,068
+697
+4% +$39.4K 0.07% 92
2026
Q1 		$1.1M Buy
19,371
+6,058
+46% +$352K 0.08% 83
2025
Q4 		$762K Sell
13,313
-6,434
-33% -$367K 0.06% 100
2025
Q3 		$1.13M Buy
19,747
+3,392
+21% +$193K 0.08% 76
2025
Q2 		$930K Buy
16,355
+192
+1% +$10.6K 0.08% 78
2025
Q1 		$924K Sell
16,163
-402
-2% -$23.4K 0.08% 83
2024
Q4 		$953K Sell
16,565
-174
-1% -$10.3K 0.08% 87
2024
Q3 		$996K Sell
16,739
-186
-1% -$10.7K 0.09% 80
2024
Q2 		$959K Buy
16,925
+2,262
+15% +$128K 0.09% 77
2024
Q1 		$848K Sell
14,663
-834
-5% -$47K 0.08% 79
2023
Q4 		$852K Buy
15,497
+5,214
+51% +$281K 0.09% 78
2023
Q3 		$551K Buy
10,283
+3,909
+61% +$215K 0.07% 85
2023
Q2 		$353K Buy
6,374
+2,346
+58% +$128K 0.04% 112
2023
Q1 		$220K Buy
4,028
+497
+14% +$27K 0.03% 131
2022
Q4 		$192K Hold
3,531
– – 0.02% 138
2022
Q3 		$181K Hold
3,531
– – 0.02% 132
2022
Q2 		$196K Hold
3,531
– – 0.03% 130
2022
Q1 		$217K Hold
3,531
– – 0.03% 132
2021
Q4 		$223K Buy
+3,531
New +$218K 0.03% 132

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

Blue Chip Partners's JEPI Position: Q2 2026 in Review

Blue Chip Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.6% in Q2 2026, buying an estimated $39.4K and bringing the position to 20,068 shares worth $1.13M. The position accounts for 0.07% of the portfolio, ranked #92.

Blue Chip Partners first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Blue Chip Partners held 20,068 shares of JPMorgan Equity Premium Income ETF worth $1.13M as of Q2 2026.
  • Blue Chip Partners bought 697 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $39.4K.
  • JPMorgan Equity Premium Income ETF made up 0.07% of Blue Chip Partners's portfolio in Q2 2026, its #92 holding.
  • Blue Chip Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.