Cambridge Investment Research Advisors
JEPI icon

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

Cambridge Investment Research 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 		$107M Buy
1,886,983
+108,819
+6% +$6.15M 0.24% 74
2026
Q1 		$101M Sell
1,778,164
-115,588
-6% -$6.72M 0.26% 67
2025
Q4 		$108M Sell
1,893,752
-139,779
-7% -$7.98M 0.29% 53
2025
Q3 		$116M Buy
2,033,531
+38,870
+2% +$2.21M 0.32% 47
2025
Q2 		$113M Sell
1,994,661
-48,887
-2% -$2.71M 0.34% 46
2025
Q1 		$117M Buy
2,043,548
+73,421
+4% +$4.28M 0.39% 36
2024
Q4 		$113M Buy
1,970,127
+23,120
+1% +$1.37M 0.38% 41
2024
Q3 		$116M Buy
1,947,007
+90,219
+5% +$5.19M 0.39% 34
2024
Q2 		$105M Sell
1,856,788
-288,250
-13% -$16.3M 0.39% 36
2024
Q1 		$124M Buy
2,145,038
+163,017
+8% +$9.18M 0.48% 26
2023
Q4 		$109M Buy
1,982,021
+32,965
+2% +$1.78M 0.46% 27
2023
Q3 		$104M Sell
1,949,056
-260,658
-12% -$14.4M 0.49% 30
2023
Q2 		$122M Buy
2,209,714
+288,697
+15% +$15.8M 0.56% 23
2023
Q1 		$105M Buy
1,921,017
+225,612
+13% +$12.2M 0.51% 26
2022
Q4 		$92.4M Buy
1,695,405
+107,059
+7% +$5.81M 0.48% 32
2022
Q3 		$81.4M Buy
1,588,346
+238,167
+18% +$13.3M 0.46% 33
2022
Q2 		$74.9M Buy
1,350,179
+202,891
+18% +$11.7M 0.4% 46
2022
Q1 		$70.4M Buy
1,147,288
+334,462
+41% +$20.3M 0.32% 56
2021
Q4 		$51.4M Buy
812,826
+220,432
+37% +$13.6M 0.23% 74
2021
Q3 		$35.3M Buy
592,394
+219,414
+59% +$13.5M 0.17% 107
2021
Q2 		$22.6M Buy
372,980
+315,205
+546% +$18.7M 0.11% 195
2021
Q1 		$3.36M Sell
57,775
-28,929
-33% -$1.62M 0.02% 741
2020
Q4 		$4.83M Buy
+86,704
New +$4.73M 0.03% 545

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

Cambridge Investment Research Advisors's JEPI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.1% in Q2 2026, buying an estimated $6.15M and bringing the position to 1,886,983 shares worth $107M. The position accounts for 0.24% of the portfolio, ranked #74.

Cambridge Investment Research Advisors first reported a position in JEPI in Q4 2020 and has held it in 23 quarters since. The position peaked at $124M in Q1 2024. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Cambridge Investment Research Advisors held 1,886,983 shares of JPMorgan Equity Premium Income ETF worth $107M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 108,819 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.15M.
  • JPMorgan Equity Premium Income ETF made up 0.24% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #74 holding.
  • Cambridge Investment Research Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2020 and has held it in 23 quarters since.
  • Cambridge Investment Research Advisors's JPMorgan Equity Premium Income ETF position peaked at $124M in Q1 2024.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.