BJL
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Brighton Jones LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Brighton Jones LLC’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 		$467K Sell
8,271
-4,591
-36% -$259K 0.01% 819
2026
Q1 		$729K Sell
12,862
-114,666
-90% -$6.67M 0.02% 556
2025
Q4 		$7.3M Buy
127,528
+120,087
+1,614% +$6.86M 0.27% 41
2025
Q3 		$425K Sell
7,441
-9,981
-57% -$567K 0.01% 686
2025
Q2 		$990K Buy
17,422
+10,146
+139% +$562K 0.03% 325
2025
Q1 		$416K Buy
7,276
+281
+4% +$16.4K 0.01% 444
2024
Q4 		$402K Buy
+6,995
New +$415K 0.01% 445
2024
Q3 		– Sell
-5,805
Closed -$329K – 628
2024
Q2 		$329K Sell
5,805
-3,117
-35% -$176K 0.01% 457
2024
Q1 		$516K Buy
8,922
+456
+5% +$25.7K 0.02% 339
2023
Q4 		$465K Sell
8,466
-786
-8% -$42.4K 0.02% 337
2023
Q3 		$496K Sell
9,252
-471
-5% -$26K 0.03% 290
2023
Q2 		$538K Buy
9,723
+4,205
+76% +$230K 0.03% 289
2023
Q1 		$301K Sell
5,518
-604
-10% -$32.8K 0.02% 377
2022
Q4 		$334K Sell
6,122
-2,481
-29% -$135K 0.02% 314
2022
Q3 		$441K Buy
+8,603
New +$479K 0.03% 264
2022
Q2 		– Sell
-3,909
Closed -$240K – 508
2022
Q1 		$240K Buy
3,909
+449
+13% +$27.2K 0.01% 431
2021
Q4 		$219K Buy
+3,460
New +$213K 0.01% 472

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

Brighton Jones LLC's JEPI Position: Q2 2026 in Review

Brighton Jones LLC reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 36% in Q2 2026, selling an estimated $259K and leaving 8,271 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #819.

Brighton Jones LLC first reported a position in JEPI in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.3M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Brighton Jones LLC held 8,271 shares of JPMorgan Equity Premium Income ETF worth $467K as of Q2 2026.
  • Brighton Jones LLC sold 4,591 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $259K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #819 holding.
  • Brighton Jones LLC first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 17 quarters since.
  • Brighton Jones LLC's JPMorgan Equity Premium Income ETF position peaked at $7.3M in Q4 2025.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.