Clear Point Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Clear Point Advisors’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	$315K	Buy	+5,579	New	+$315K	0.28%	71
2026 Q1	–	Sell	-5,488	Closed	-$314K	–	105
2025 Q4	$314K	Buy	5,488 +84	+2%	+$4.8K	0.24%	101
2025 Q3	$309K	Buy	5,404 +392	+8%	+$22.3K	0.24%	97
2025 Q2	$285K	Buy	5,012 +110	+2%	+$6.09K	0.24%	95
2025 Q1	$280K	Sell	4,902 -351	-7%	-$20.4K	0.25%	91
2024 Q4	$302K	Buy	5,253 +697	+15%	+$41.4K	0.26%	90
2024 Q3	$271K	Buy	4,556 +812	+22%	+$46.7K	0.21%	97
2024 Q2	$212K	Buy	3,744 +39	+1%	+$2.21K	0.17%	102
2024 Q1	$214K	Buy	3,705 +65	+2%	+$3.66K	0.18%	103
2023 Q4	$200K	Buy	+3,640	New	+$196K	0.18%	99

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

Clear Point Advisors's JEPI Position: Q2 2026 in Review

Clear Point Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 5,579 shares worth $315K. The stake represents 0.28% of the portfolio and ranks #71 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in JEPI as recently as Q4 2025.

Clear Point Advisors first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Clear Point Advisors held 5,579 shares of JPMorgan Equity Premium Income ETF worth $315K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Clear Point Advisors position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.28% of Clear Point Advisors's portfolio in Q2 2026, its #71 holding.
Clear Point Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.