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

Bravias Capital 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	$1.27M	Buy	22,536 +526	+2%	+$29.7K	0.76%	32
2026 Q1	$1.25M	Sell	22,010 -1	-0%	-$58	0.82%	29
2025 Q4	$1.26M	Buy	22,011 +8,404	+62%	+$480K	0.76%	29
2025 Q3	$777K	Sell	13,607 -23,243	-63%	-$1.32M	0.52%	36
2025 Q2	$2.09M	Sell	36,850 -2,951	-7%	-$163K	1.54%	11
2025 Q1	$2.27M	Buy	39,801 +3,488	+10%	+$203K	1.84%	10
2024 Q4	$2.14M	Buy	+36,313	New	+$2.16M	1.74%	12

Other funds holding JEPI

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

CWS

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

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bravias Capital Group's JEPI Position: Q2 2026 in Review

Bravias Capital Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.4% in Q2 2026, buying an estimated $29.7K and bringing the position to 22,536 shares worth $1.27M. The position accounts for 0.76% of the portfolio, ranked #32.

Bravias Capital Group first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q1 2025. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Bravias Capital Group held 22,536 shares of JPMorgan Equity Premium Income ETF worth $1.27M as of Q2 2026.
Bravias Capital Group bought 526 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $29.7K.
JPMorgan Equity Premium Income ETF made up 0.76% of Bravias Capital Group's portfolio in Q2 2026, its #32 holding.
Bravias Capital Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Bravias Capital Group's JPMorgan Equity Premium Income ETF position peaked at $2.27M in Q1 2025.
734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.