Chicago Partners Investment Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Chicago Partners Investment Group’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	$21.6M	Buy	382,036 +9,090	+2%	+$513K	0.43%	51
2026 Q1	$21.4M	Buy	372,946 +10,298	+3%	+$599K	0.48%	45
2025 Q4	$21.2M	Buy	362,648 +41,892	+13%	+$2.39M	0.52%	42
2025 Q3	$18.4M	Buy	320,756 +25,442	+9%	+$1.44M	0.48%	47
2025 Q2	$16.9M	Buy	295,314 +33,034	+13%	+$1.83M	0.49%	47
2025 Q1	$14.6M	Buy	262,280 +38,418	+17%	+$2.24M	0.49%	46
2024 Q4	$13M	Buy	223,862 +218,627	+4,176%	+$13M	0.43%	52
2024 Q3	$312K	Sell	5,235 -3,175	-38%	-$183K	0.01%	613
2024 Q2	$480K	Sell	8,410 -63	-0.7%	-$3.56K	0.02%	477
2024 Q1	$478K	Buy	8,473 +4,603	+119%	+$259K	0.02%	463
2023 Q4	$215K	Buy	+3,870	New	+$209K	0.01%	635

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

Chicago Partners Investment Group's JEPI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.4% in Q2 2026, buying an estimated $513K and bringing the position to 382,036 shares worth $21.6M. The position accounts for 0.43% of the portfolio, ranked #51.

Chicago Partners Investment Group first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Chicago Partners Investment Group held 382,036 shares of JPMorgan Equity Premium Income ETF worth $21.6M as of Q2 2026.
Chicago Partners Investment Group bought 9,090 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $513K.
JPMorgan Equity Premium Income ETF made up 0.43% of Chicago Partners Investment Group's portfolio in Q2 2026, its #51 holding.
Chicago Partners Investment Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.