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Cahill Financial Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cahill Financial Advisors’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 		$5.89M Sell
104,359
-164
-0.2% -$9.26K 0.57% 30
2026
Q1 		$5.92M Buy
104,523
+4,807
+5% +$280K 0.64% 28
2025
Q4 		$5.71M Sell
99,716
-331
-0.3% -$18.9K 0.62% 26
2025
Q3 		$5.71M Sell
100,047
-4,706
-4% -$267K 0.65% 29
2025
Q2 		$5.96M Buy
104,753
+3,634
+4% +$201K 0.74% 27
2025
Q1 		$5.78M Buy
101,119
+6,434
+7% +$375K 0.79% 25
2024
Q4 		$5.45M Buy
94,685
+11,671
+14% +$693K 0.74% 26
2024
Q3 		$4.94M Buy
83,014
+7,528
+10% +$433K 0.68% 28
2024
Q2 		$4.28M Buy
75,486
+25,579
+51% +$1.45M 0.59% 34
2024
Q1 		$2.89M Buy
49,907
+2,774
+6% +$156K 0.39% 52
2023
Q4 		$2.59M Buy
47,133
+1,956
+4% +$105K 0.38% 54
2023
Q3 		$2.42M Buy
45,177
+1,908
+4% +$105K 0.4% 53
2023
Q2 		$2.39M Buy
43,269
+2,673
+7% +$146K 0.39% 54
2023
Q1 		$2.22M Buy
40,596
+1,296
+3% +$70.3K 0.39% 57
2022
Q4 		$2.14M Sell
39,300
-4,618
-11% -$251K 0.41% 57
2022
Q3 		$2.25M Buy
43,918
+14,029
+47% +$781K 0.47% 54
2022
Q2 		$1.66M Buy
29,889
+25,286
+549% +$1.46M 0.35% 68
2022
Q1 		$283K Buy
+4,603
New +$279K 0.05% 193
2021
Q4 		– Sell
-2,870
Closed -$171K – 499
2021
Q3 		$171K Buy
+2,870
New +$177K 0.04% 220

Other funds holding JEPI

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
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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cahill Financial Advisors's JEPI Position: Q2 2026 in Review

Cahill Financial Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.16% in Q2 2026, selling an estimated $9.26K and leaving 104,359 shares worth $5.89M. The position accounts for 0.57% of the portfolio, ranked #30.

Cahill Financial Advisors first reported a position in JEPI in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.96M in Q2 2025. 1,151 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Cahill Financial Advisors held 104,359 shares of JPMorgan Equity Premium Income ETF worth $5.89M as of Q2 2026.
  • Cahill Financial Advisors sold 164 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $9.26K.
  • JPMorgan Equity Premium Income ETF made up 0.57% of Cahill Financial Advisors's portfolio in Q2 2026, its #30 holding.
  • Cahill Financial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 19 quarters since.
  • Cahill Financial Advisors's JPMorgan Equity Premium Income ETF position peaked at $5.96M in Q2 2025.
  • 1,151 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.