Cerity Partners
JEPI icon

Cerity Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cerity Partners’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 		$31.2M Buy
553,071
+5,550
+1% +$313K 0.04% 352
2026
Q1 		$31M Buy
547,521
+77,530
+16% +$4.51M 0.04% 334
2025
Q4 		$26.9M Buy
469,991
+271,218
+136% +$15.5M 0.04% 345
2025
Q3 		$11.3M Buy
198,773
+11,678
+6% +$663K 0.02% 536
2025
Q2 		$10.6M Buy
187,095
+30,308
+19% +$1.68M 0.02% 509
2025
Q1 		$8.96M Buy
156,787
+24,456
+18% +$1.42M 0.02% 524
2024
Q4 		$7.62M Buy
132,331
+8,359
+7% +$496K 0.02% 581
2024
Q3 		$7.38M Sell
123,972
-28,266
-19% -$1.63M 0.02% 584
2024
Q2 		$8.63M Buy
152,238
+21,124
+16% +$1.19M 0.02% 457
2024
Q1 		$7.56M Buy
131,114
+21,499
+20% +$1.21M 0.02% 530
2023
Q4 		$6.03M Buy
109,615
+55,200
+101% +$2.98M 0.02% 495
2023
Q3 		$2.91M Buy
54,415
+4,483
+9% +$247K 0.01% 510
2023
Q2 		$2.76M Buy
49,932
+35,518
+246% +$1.94M 0.01% 644
2023
Q1 		$787K Buy
14,414
+6,776
+89% +$368K ﹤0.01% 1086
2022
Q4 		$416K Buy
7,638
+544
+8% +$29.5K ﹤0.01% 1023
2022
Q3 		$363K Buy
7,094
+1,186
+20% +$66K ﹤0.01% 827
2022
Q2 		$328K Sell
5,908
-2,038
-26% -$118K ﹤0.01% 875
2022
Q1 		$488K Buy
7,946
+1,139
+17% +$69K 0.01% 593
2021
Q4 		$430K Buy
+6,807
New +$419K 0.01% 638

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

Cerity Partners's JEPI Position: Q2 2026 in Review

Cerity Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1% in Q2 2026, buying an estimated $313K and bringing the position to 553,071 shares worth $31.2M. The position accounts for 0.04% of the portfolio, ranked #352.

Cerity Partners first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Cerity Partners held 553,071 shares of JPMorgan Equity Premium Income ETF worth $31.2M as of Q2 2026.
  • Cerity Partners bought 5,550 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $313K.
  • JPMorgan Equity Premium Income ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #352 holding.
  • Cerity Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.