Boston Partners
JEPI icon

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

Boston 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 		$4.88M Sell
86,360
-8,171
-9% -$461K ﹤0.01% 512
2026
Q1 		$5.36M Buy
94,531
+9,725
+11% +$566K 0.01% 477
2025
Q4 		$4.89M Buy
84,806
+5,391
+7% +$308K 0.01% 473
2025
Q3 		$4.53M Buy
+79,415
New +$4.51M ﹤0.01% 472

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Boston Partners's JEPI Position: Q2 2026 in Review

Boston Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.6% in Q2 2026, selling an estimated $461K and leaving 86,360 shares worth $4.88M. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Boston Partners first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.36M in Q1 2026. 1,254 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Boston Partners held 86,360 shares of JPMorgan Equity Premium Income ETF worth $4.88M as of Q2 2026.
  • Boston Partners sold 8,171 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $461K.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Boston Partners's portfolio in Q2 2026, its #512 holding.
  • Boston Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Boston Partners's JPMorgan Equity Premium Income ETF position peaked at $5.36M in Q1 2026.
  • 1,254 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.