CMA
JEPI icon

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

Cedar Mountain 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 		$5.08K Sell
90
-7,242
-99% -$409K ﹤0.01% 679
2026
Q1 		$416K Buy
7,332
+5,081
+226% +$296K 0.08% 46
2025
Q4 		$129K Hold
2,251
– – 0.02% 73
2025
Q3 		$129K Hold
2,251
– – 0.03% 73
2025
Q2 		$128K Hold
2,251
– – 0.03% 66
2025
Q1 		$129K Buy
+2,251
New +$131K 0.03% 64

Other funds holding JEPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Cedar Mountain Advisors's JEPI Position: Q2 2026 in Review

Cedar Mountain Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 99% in Q2 2026, selling an estimated $409K and leaving 90 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Cedar Mountain Advisors first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $416K in Q1 2026. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Cedar Mountain Advisors held 90 shares of JPMorgan Equity Premium Income ETF worth $5.08K as of Q2 2026.
  • Cedar Mountain Advisors sold 7,242 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $409K.
  • JPMorgan Equity Premium Income ETF made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #679 holding.
  • Cedar Mountain Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Cedar Mountain Advisors's JPMorgan Equity Premium Income ETF position peaked at $416K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.