Clear Creek Financial Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Clear Creek Financial 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	$1.3M	Buy	23,064 +2,986	+15%	+$169K	0.08%	240
2026 Q1	$1.14M	Sell	20,078 -14,272	-42%	-$830K	0.09%	234
2025 Q4	$1.97M	Sell	34,350 -5,527	-14%	-$316K	0.16%	139
2025 Q3	$2.28M	Buy	39,877 +4,544	+13%	+$258K	0.2%	119
2025 Q2	$2.01M	Sell	35,333 -1,943	-5%	-$108K	0.19%	120
2025 Q1	$2.13M	Sell	37,276 -276	-0.7%	-$16.1K	0.22%	97
2024 Q4	$2.16M	Sell	37,552 -8,175	-18%	-$485K	0.23%	97
2024 Q3	$2.72M	Sell	45,727 -3,068	-6%	-$176K	0.31%	73
2024 Q2	$2.77M	Sell	48,795 -1,929	-4%	-$109K	0.34%	65
2024 Q1	$2.93M	Buy	50,724 +6,138	+14%	+$346K	0.38%	58
2023 Q4	$2.45M	Sell	44,586 -9,031	-17%	-$487K	0.39%	53
2023 Q3	$2.87M	Buy	53,617 +190	+0.4%	+$10.5K	0.5%	43
2023 Q2	$2.96M	Buy	53,427 +1,075	+2%	+$58.7K	0.51%	47
2023 Q1	$2.86M	Buy	52,352 +16,128	+45%	+$875K	0.54%	43
2022 Q4	$1.97M	Buy	+36,224	New	+$1.97M	0.43%	57
2022 Q3	–	Sell	-7,384	Closed	-$409K	–	301
2022 Q2	$409K	Sell	7,384 -891	-11%	-$51.6K	0.09%	172
2022 Q1	$508K	Buy	8,275 +2,525	+44%	+$153K	0.08%	188
2021 Q4	$363K	Buy	5,750 +1,080	+23%	+$66.5K	0.05%	226
2021 Q3	$278K	Buy	4,670 +520	+13%	+$32K	0.04%	252
2021 Q2	$251K	Buy	+4,150	New	+$247K	0.04%	259

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 22.9% 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

Clear Creek Financial Management's JEPI Position: Q2 2026 in Review

Clear Creek Financial Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, buying an estimated $169K and bringing the position to 23,064 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #240.

Clear Creek Financial Management first reported a position in JEPI in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.96M in Q2 2023. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Clear Creek Financial Management held 23,064 shares of JPMorgan Equity Premium Income ETF worth $1.3M as of Q2 2026.
Clear Creek Financial Management bought 2,986 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $169K.
JPMorgan Equity Premium Income ETF made up 0.08% of Clear Creek Financial Management's portfolio in Q2 2026, its #240 holding.
Clear Creek Financial Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 20 quarters since.
Clear Creek Financial Management's JPMorgan Equity Premium Income ETF position peaked at $2.96M in Q2 2023.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.