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

Centerpoint 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	$85K	Buy	1,505 +27	+2%	+$1.52K	0.02%	131
2026 Q1	$84K	Buy	1,478 +22	+2%	+$1.28K	0.03%	129
2025 Q4	$83K	Buy	1,456 +270	+23%	+$15.4K	0.03%	133
2025 Q3	$68K	Buy	1,186 +220	+23%	+$12.5K	0.02%	149
2025 Q2	$55K	Buy	966 +24	+3%	+$1.33K	0.02%	154
2025 Q1	$54K	Buy	942 +91	+11%	+$5.3K	0.02%	157
2024 Q4	$49K	Buy	851 +16	+2%	+$950	0.02%	179
2024 Q3	$50K	Buy	835 +85	+11%	+$4.89K	0.02%	174
2024 Q2	$43K	Buy	+750	New	+$42.4K	0.02%	189
2024 Q1	–	Sell	-850	Closed	-$47K	–	443
2023 Q4	$47K	Hold	850	–	–	0.02%	156
2023 Q3	$46K	Hold	850	–	–	0.02%	154
2023 Q2	$47K	Hold	850	–	–	0.02%	165
2023 Q1	$46K	Buy	850 +825	+3,300%	+$44.8K	0.02%	165
2022 Q4	$1K	Buy	+25	New	+$1.36K	﹤0.01%	448

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Centerpoint Advisors's JEPI Position: Q2 2026 in Review

Centerpoint Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q2 2026, buying an estimated $1.52K and bringing the position to 1,505 shares worth $85K. The position accounts for 0.02% of the portfolio, ranked #131.

Centerpoint Advisors first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Centerpoint Advisors held 1,505 shares of JPMorgan Equity Premium Income ETF worth $85K as of Q2 2026.
Centerpoint Advisors bought 27 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.52K.
JPMorgan Equity Premium Income ETF made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #131 holding.
Centerpoint Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.