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Columbia Advisory Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Columbia Advisory 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
2026
Q2 		$559K Buy
9,900
+377
+4% +$21.3K 0.31% 53
2026
Q1 		$540K Buy
9,523
+2,670
+39% +$155K 0.34% 52
2025
Q4 		$392K Sell
6,853
-7,597
-53% -$434K 0.27% 52
2025
Q3 		$825K Buy
14,450
+2,727
+23% +$155K 0.57% 32
2025
Q2 		$666K Buy
11,723
+4,328
+59% +$240K 0.5% 33
2025
Q1 		$423K Buy
7,395
+902
+14% +$52.6K 0.37% 42
2024
Q4 		$374K Buy
6,493
+46
+0.7% +$2.73K 0.35% 42
2024
Q3 		$384K Buy
+6,447
New +$371K 0.36% 35
2024
Q2 		– Sell
-4,583
Closed -$265K – 58
2024
Q1 		$265K Sell
4,583
-5,459
-54% -$308K 0.27% 42
2023
Q4 		$552K Sell
10,042
-1,205
-11% -$65K 0.57% 28
2023
Q3 		$602K Buy
11,247
+904
+9% +$49.8K 0.66% 27
2023
Q2 		$572K Buy
10,343
+874
+9% +$47.7K 0.61% 23
2023
Q1 		$517K Buy
9,469
+4,337
+85% +$235K 0.49% 29
2022
Q4 		$280K Buy
5,132
+311
+6% +$16.9K 0.27% 47
2022
Q3 		$247K Buy
+4,821
New +$268K 0.3% 38

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Columbia Advisory Partners's JEPI Position: Q2 2026 in Review

Columbia Advisory Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4% in Q2 2026, buying an estimated $21.3K and bringing the position to 9,900 shares worth $559K. The position accounts for 0.31% of the portfolio, ranked #53.

Columbia Advisory Partners first reported a position in JEPI in Q3 2022 and has held it in 15 quarters since. The position peaked at $825K in Q3 2025. 611 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Columbia Advisory Partners held 9,900 shares of JPMorgan Equity Premium Income ETF worth $559K as of Q2 2026.
  • Columbia Advisory Partners bought 377 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $21.3K.
  • JPMorgan Equity Premium Income ETF made up 0.31% of Columbia Advisory Partners's portfolio in Q2 2026, its #53 holding.
  • Columbia Advisory Partners first reported a position in JPMorgan Equity Premium Income ETF in Q3 2022 and has held it in 15 quarters since.
  • Columbia Advisory Partners's JPMorgan Equity Premium Income ETF position peaked at $825K in Q3 2025.
  • 611 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.