Clarity Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Clarity Asset Management’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	–	Sell	-457	Closed	-$25.9K	–	175
2026 Q1	$25.9K	Buy	457 +9	+2%	+$524	0.01%	188
2025 Q4	$25.7K	Buy	448 +8	+2%	+$457	0.01%	153
2025 Q3	$25.1K	Buy	440 +9	+2%	+$511	0.01%	158
2025 Q2	$24.5K	Buy	+431	New	+$23.9K	0.01%	160

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

Clarity Asset Management's JEPI Position: Q2 2026 in Review

Clarity Asset Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 457 shares — an estimated $25.9K sold.

Clarity Asset Management first reported a position in JEPI in Q2 2025 and held it in 4 quarters. The position peaked at $25.9K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Clarity Asset Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Clarity Asset Management sold 457 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $25.9K.
Clarity Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and held it in 4 quarters.
Clarity Asset Management's JPMorgan Equity Premium Income ETF position peaked at $25.9K in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.