Chatterton & Associates
JEPI icon

Chatterton & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Chatterton & Associates’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
Q3 		– Sell
-4,299
Closed -$243K – 109
2026
Q2 		$243K Hold
4,299
– – 0.14% 93
2026
Q1 		$248K Hold
4,299
– – 0.17% 85
2025
Q4 		$246K Buy
+4,299
New +$245K 0.21% 70

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Osaic Holdings
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RiverFront Investment Group
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Commonwealth Equity Services
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Chatterton & Associates's JEPI Position: Q3 2026 in Review

Chatterton & Associates sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026, closing a stake of 4,299 shares — an estimated $243K sold.

Chatterton & Associates first reported a position in JEPI in Q4 2025 and held it in 3 quarters. The position peaked at $248K in Q1 2026. 1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Chatterton & Associates reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2026 after selling out during the quarter.
  • Chatterton & Associates sold 4,299 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $243K.
  • Chatterton & Associates first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and held it in 3 quarters.
  • Chatterton & Associates's JPMorgan Equity Premium Income ETF position peaked at $248K in Q1 2026.
  • 1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.