CA
JEPI icon

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

Centennial 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 		$3.37M Sell
59,634
-9,419
-14% -$532K 4.02% 4
2026
Q1 		$3.91M Buy
69,053
+9,062
+15% +$527K 4.98% 2
2025
Q4 		$3.43M Buy
+59,991
New +$3.43M 4.46% 3

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Centennial Advisors's JEPI Position: Q2 2026 in Review

Centennial Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, selling an estimated $532K and leaving 59,634 shares worth $3.37M. The position accounts for 4.02% of the portfolio, ranked #4.

Centennial Advisors first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.91M in Q1 2026. 934 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Centennial Advisors held 59,634 shares of JPMorgan Equity Premium Income ETF worth $3.37M as of Q2 2026.
  • Centennial Advisors sold 9,419 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $532K.
  • JPMorgan Equity Premium Income ETF made up 4.02% of Centennial Advisors's portfolio in Q2 2026, its #4 holding.
  • Centennial Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Centennial Advisors's JPMorgan Equity Premium Income ETF position peaked at $3.91M in Q1 2026.
  • 934 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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