Clarity Capital Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Clarity Capital Partners’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
2025 Q2	$718K	Sell	12,633 -20,631	-62%	-$1.14M	0.26%	41
2025 Q1	$1.9M	Sell	33,264 -293	-0.9%	-$17.1K	0.77%	26
2024 Q4	$1.93M	Buy	33,557 +693	+2%	+$41.1K	1%	25
2024 Q3	$1.96M	Buy	32,864 +878	+3%	+$50.5K	1.15%	22
2024 Q2	$1.81M	Buy	31,986 +2,709	+9%	+$153K	1.11%	27
2024 Q1	$1.69M	Sell	29,277 -911	-3%	-$51.3K	1.11%	26
2023 Q4	$1.66M	Buy	+30,188	New	+$1.63M	1.16%	22

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clarity Capital Partners's JEPI Position: Q2 2025 in Review

Clarity Capital Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 62% in Q2 2025, selling an estimated $1.14M and leaving 12,633 shares worth $718K. The position accounts for 0.26% of the portfolio, ranked #41.

Clarity Capital Partners first reported a position in JEPI in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.96M in Q3 2024. 1,284 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

Clarity Capital Partners held 12,633 shares of JPMorgan Equity Premium Income ETF worth $718K as of Q2 2025.
Clarity Capital Partners sold 20,631 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $1.14M.
JPMorgan Equity Premium Income ETF made up 0.26% of Clarity Capital Partners's portfolio in Q2 2025, its #41 holding.
Clarity Capital Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's JPMorgan Equity Premium Income ETF position peaked at $1.96M in Q3 2024.
1,284 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.