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

Cambridge 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
Q3 		$10.3M Buy
182,373
+940
+0.5% +$53.6K 1.76% 14
2026
Q2 		$10.2M Buy
181,433
+453
+0.3% +$25.6K 1.76% 12
2026
Q1 		$10.3M Sell
180,980
-1,449
-0.8% -$84.3K 1.99% 9
2025
Q4 		$10.4M Sell
182,429
-5,072
-3% -$290K 1.99% 10
2025
Q3 		$10.7M Buy
187,501
+15,195
+9% +$863K 2.09% 10
2025
Q2 		$9.8M Buy
172,306
+4,989
+3% +$276K 2.05% 10
2025
Q1 		$9.6M Buy
167,317
+9,521
+6% +$555K 2.09% 10
2024
Q4 		$9.08M Buy
157,796
+19,766
+14% +$1.17M 2.03% 11
2024
Q3 		$8.21M Buy
138,030
+9,753
+8% +$561K 1.79% 13
2024
Q2 		$7.27M Buy
128,277
+2,457
+2% +$139K 1.69% 14
2024
Q1 		$7.28M Buy
125,820
+16,644
+15% +$938K 1.72% 12
2023
Q4 		$6M Buy
109,176
+14,151
+15% +$763K 1.51% 17
2023
Q3 		$5.09M Buy
95,025
+2,619
+3% +$144K 1.37% 16
2023
Q2 		$5.11M Buy
92,406
+4,784
+5% +$261K 1.31% 16
2023
Q1 		$4.78M Buy
87,622
+9,991
+13% +$542K 1.22% 16
2022
Q4 		$4.23M Buy
77,631
+1,825
+2% +$99.1K 1.14% 17
2022
Q3 		$3.88M Buy
75,806
+32,020
+73% +$1.78M 1.11% 17
2022
Q2 		$2.43M Buy
43,786
+21,780
+99% +$1.26M 0.66% 24
2022
Q1 		$1.35M Buy
22,006
+1,501
+7% +$90.9K 0.32% 52
2021
Q4 		$1.3M Buy
20,505
+1,339
+7% +$82.5K 0.29% 62
2021
Q3 		$1.14M Buy
19,166
+171
+0.9% +$10.5K 0.28% 65
2021
Q2 		$1.15M Buy
18,995
+1,759
+10% +$105K 0.28% 65
2021
Q1 		$1M Buy
17,236
+9,113
+112% +$511K 0.26% 70
2020
Q4 		$453K Buy
8,123
+213
+3% +$11.6K 0.12% 102
2020
Q3 		$422K Buy
+7,910
New +$419K 0.12% 100

Other funds holding JEPI

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Cambridge Advisors's JEPI Position: Q3 2026 in Review

Cambridge Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.52% in Q3 2026, buying an estimated $53.6K and bringing the position to 182,373 shares worth $10.3M. The position accounts for 1.76% of the portfolio, ranked #14.

Cambridge Advisors first reported a position in JEPI in Q3 2020 and has held it in 25 quarters since. The position peaked at $10.7M in Q3 2025. 1,040 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Cambridge Advisors held 182,373 shares of JPMorgan Equity Premium Income ETF worth $10.3M as of Q3 2026.
  • Cambridge Advisors bought 940 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $53.6K.
  • JPMorgan Equity Premium Income ETF made up 1.76% of Cambridge Advisors's portfolio in Q3 2026, its #14 holding.
  • Cambridge Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2020 and has held it in 25 quarters since.
  • Cambridge Advisors's JPMorgan Equity Premium Income ETF position peaked at $10.7M in Q3 2025.
  • 1,040 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.