CIBC World Market
JEPI icon

CIBC World Market’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

CIBC World Market’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 		$6.73M Buy
119,160
+9,148
+8% +$517K 0.01% 536
2026
Q1 		$6.24M Buy
110,012
+27,059
+33% +$1.57M 0.01% 513
2025
Q4 		$4.75M Buy
82,953
+2,160
+3% +$123K 0.01% 585
2025
Q3 		$4.61M Sell
80,793
-2,165
-3% -$123K 0.01% 604
2025
Q2 		$4.72M Sell
82,958
-79,627
-49% -$4.41M 0.01% 535
2025
Q1 		$9.29M Buy
162,585
+50,665
+45% +$2.95M 0.02% 358
2024
Q4 		$6.44M Buy
111,920
+2,267
+2% +$135K 0.01% 452
2024
Q3 		$6.53M Sell
109,653
-27,985
-20% -$1.61M 0.01% 424
2024
Q2 		$7.8M Sell
137,638
-6,561
-5% -$371K 0.02% 351
2024
Q1 		$8.34M Buy
144,199
+86,163
+148% +$4.85M 0.02% 347
2023
Q4 		$3.19M Sell
58,036
-80,249
-58% -$4.33M 0.01% 504
2023
Q3 		$7.41M Buy
138,285
+33,120
+31% +$1.83M 0.02% 300
2023
Q2 		$5.82M Buy
105,165
+11,338
+12% +$619K 0.02% 345
2023
Q1 		$5.12M Buy
93,827
+59,448
+173% +$3.23M 0.02% 368
2022
Q4 		$1.87M Buy
34,379
+14,611
+74% +$794K 0.01% 597
2022
Q3 		$1.01M Buy
19,768
+4,614
+30% +$257K ﹤0.01% 719
2022
Q2 		$840K Buy
15,154
+3,749
+33% +$217K ﹤0.01% 766
2022
Q1 		$700K Buy
11,405
+2,080
+22% +$126K ﹤0.01% 839
2021
Q4 		$589K Buy
9,325
+400
+4% +$24.6K ﹤0.01% 933
2021
Q3 		$532K Buy
+8,925
New +$549K ﹤0.01% 958

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

CIBC World Market's JEPI Position: Q2 2026 in Review

CIBC World Market increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.3% in Q2 2026, buying an estimated $517K and bringing the position to 119,160 shares worth $6.73M. The position accounts for 0.01% of the portfolio, ranked #536.

CIBC World Market first reported a position in JEPI in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.29M in Q1 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • CIBC World Market held 119,160 shares of JPMorgan Equity Premium Income ETF worth $6.73M as of Q2 2026.
  • CIBC World Market bought 9,148 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $517K.
  • JPMorgan Equity Premium Income ETF made up 0.01% of CIBC World Market's portfolio in Q2 2026, its #536 holding.
  • CIBC World Market first reported a position in JPMorgan Equity Premium Income ETF in Q3 2021 and has held it in 20 quarters since.
  • CIBC World Market's JPMorgan Equity Premium Income ETF position peaked at $9.29M in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.