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

Bouvel Investment 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	–	Sell	-147,035	Closed	-$8.33M	–	87
2026 Q1	$8.33M	Buy	147,035 +1,447	+1%	+$84.2K	2.42%	8
2025 Q4	$8.33M	Buy	145,588 +9,907	+7%	+$566K	2.4%	8
2025 Q3	$7.75M	Sell	135,681 -6,344	-4%	-$360K	2.37%	9
2025 Q2	$8.07M	Sell	142,025 -36,815	-21%	-$2.04M	2.73%	9
2025 Q1	$10.6M	Buy	178,840 +2,154	+1%	+$125K	4%	3
2024 Q4	$10.2M	Sell	176,686 -2,154	-1%	-$128K	3.66%	4
2024 Q3	$10.6M	Buy	178,840 +279	+0.2%	+$16K	4%	3
2024 Q2	$10.1M	Buy	178,561 +1,292	+0.7%	+$73.1K	3.92%	4
2024 Q1	$10.3M	Sell	177,269 -6,633	-4%	-$374K	4.43%	1
2023 Q4	$10.1M	Sell	183,902 -2,405	-1%	-$130K	4.72%	1
2023 Q3	$9.98M	Sell	186,307 -1,129	-0.6%	-$62.2K	5.39%	1
2023 Q2	$10.4M	Sell	187,436 -2,966	-2%	-$162K	5.68%	1
2023 Q1	$10.4M	Buy	190,402 +129	+0.1%	+$7K	6.07%	2
2022 Q4	$10.4M	Sell	190,273 -20	-0%	-$1.09K	6.69%	2
2022 Q3	$9.75M	Buy	+190,293	New	+$10.6M	6.5%	2

Other funds holding JEPI

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Bouvel Investment Partners's JEPI Position: Q2 2026 in Review

Bouvel Investment Partners sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 147,035 shares — an estimated $8.33M sold.

Bouvel Investment Partners first reported a position in JEPI in Q3 2022 and held it in 15 quarters. The position peaked at $10.6M in Q1 2025. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Bouvel Investment Partners reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Bouvel Investment Partners sold 147,035 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $8.33M.
Bouvel Investment Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and held it in 15 quarters.
Bouvel Investment Partners's JPMorgan Equity Premium Income ETF position peaked at $10.6M in Q1 2025.
499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Bouvel Investment Partners's 13F filing for Q2 2026, filed 17 Jul 2026.