Brown, Lisle/Cummings’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Brown, Lisle/Cummings’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	$66.9K	Buy	1,184 +398	+51%	+$22.5K	0.02%	346
2026 Q1	$44.5K	Hold	786	–	–	0.01%	375
2025 Q4	$45K	Hold	786	–	–	0.01%	353
2025 Q3	$44.9K	Hold	786	–	–	0.01%	352
2025 Q2	$44.7K	Hold	786	–	–	0.01%	345
2025 Q1	$44.9K	Hold	786	–	–	0.01%	341
2024 Q4	$45.2K	Hold	786	–	–	0.01%	346
2024 Q3	$46.8K	Buy	786 +255	+48%	+$14.7K	0.01%	322
2024 Q2	$30.1K	Hold	531	–	–	0.01%	351
2024 Q1	$30.7K	Hold	531	–	–	0.01%	338
2023 Q4	$29.2K	Buy	+531	New	+$28.6K	0.01%	330

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brown, Lisle/Cummings's JEPI Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 51% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,184 shares worth $66.9K. The position accounts for 0.02% of the portfolio, ranked #346.

Brown, Lisle/Cummings first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Brown, Lisle/Cummings held 1,184 shares of JPMorgan Equity Premium Income ETF worth $66.9K as of Q2 2026.
Brown, Lisle/Cummings bought 398 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $22.5K.
JPMorgan Equity Premium Income ETF made up 0.02% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #346 holding.
Brown, Lisle/Cummings first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.