Chris Bulman’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Chris Bulman’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	$301K	Sell	5,329 -2,261	-30%	-$128K	0.11%	124
2026 Q1	$430K	Buy	7,590 +1,922	+34%	+$112K	0.19%	85
2025 Q4	$324K	Buy	5,668 +45	+0.8%	+$2.57K	0.14%	95
2025 Q3	$321K	Sell	5,623 -95	-2%	-$5.39K	0.16%	88
2025 Q2	$325K	Buy	+5,718	New	+$317K	0.19%	83
2025 Q1	–	Sell	-4,049	Closed	-$233K	–	134
2024 Q4	$233K	Buy	4,049 +6	+0.1%	+$356	0.15%	113
2024 Q3	$241K	Buy	4,043 +1,169	+41%	+$67.2K	0.16%	98
2024 Q2	$163K	Buy	+2,874	New	+$163K	0.11%	102

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

Chris Bulman's JEPI Position: Q2 2026 in Review

Chris Bulman reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 30% in Q2 2026, selling an estimated $128K and leaving 5,329 shares worth $301K. The position accounts for 0.11% of the portfolio, ranked #124.

Chris Bulman first reported a position in JEPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $430K in Q1 2026. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Chris Bulman held 5,329 shares of JPMorgan Equity Premium Income ETF worth $301K as of Q2 2026.
Chris Bulman sold 2,261 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $128K.
JPMorgan Equity Premium Income ETF made up 0.11% of Chris Bulman's portfolio in Q2 2026, its #124 holding.
Chris Bulman first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Chris Bulman's JPMorgan Equity Premium Income ETF position peaked at $430K in Q1 2026.
1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.