Columbus Macro
JEPI icon

Columbus Macro’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Columbus Macro’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
Q3 		$18.8M Buy
335,079
+21,910
+7% +$1.25M 1.83% 4
2026
Q2 		$17.7M Buy
313,169
+19,531
+7% +$1.1M 1.72% 8
2026
Q1 		$16.6M Buy
293,638
+14,260
+5% +$830K 1.78% 10
2025
Q4 		$16M Buy
279,378
+25,077
+10% +$1.43M 1.75% 4
2025
Q3 		$14.5M Buy
254,301
+29,933
+13% +$1.7M 1.65% 6
2025
Q2 		$12.8M Buy
224,368
+24,120
+12% +$1.34M 1.56% 6
2025
Q1 		$11.4M Buy
200,248
+15,708
+9% +$915K 1.51% 9
2024
Q4 		$10.6M Buy
184,540
+173,387
+1,555% +$10.3M 1.47% 11
2024
Q3 		$663K Buy
11,153
+266
+2% +$15.3K 0.24% 121
2024
Q2 		$613K Buy
10,887
+27
+0.2% +$1.53K 0.24% 124
2024
Q1 		$628K Buy
10,860
+386
+4% +$21.7K 0.24% 128
2023
Q4 		$579K Buy
10,474
+149
+1% +$8.03K 0.23% 129
2023
Q3 		$553K Sell
10,325
-2,313
-18% -$127K 0.23% 123
2023
Q2 		$700K Sell
12,638
-168
-1% -$9.18K 0.28% 101
2023
Q1 		$704K Buy
12,806
+318
+3% +$17.3K 0.26% 102
2022
Q4 		$687K Buy
12,488
+3,558
+40% +$193K 0.26% 102
2022
Q3 		$457K Sell
8,930
-138
-2% -$7.68K 0.19% 126
2022
Q2 		$503K Buy
9,068
+5,419
+149% +$314K 0.19% 118
2022
Q1 		$224K Buy
+3,649
New +$221K 0.08% 162

Other funds holding JEPI

Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return

Columbus Macro's JEPI Position: Q3 2026 in Review

Columbus Macro increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7% in Q3 2026, buying an estimated $1.25M and bringing the position to 335,079 shares worth $18.8M. The position accounts for 1.83% of the portfolio, ranked #4.

Columbus Macro first reported a position in JEPI in Q1 2022 and has held it in 19 quarters since. 410 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Columbus Macro held 335,079 shares of JPMorgan Equity Premium Income ETF worth $18.8M as of Q3 2026.
  • Columbus Macro bought 21,910 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $1.25M.
  • JPMorgan Equity Premium Income ETF made up 1.83% of Columbus Macro's portfolio in Q3 2026, its #4 holding.
  • Columbus Macro first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 19 quarters since.
  • 410 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.