CM
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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Columbus Macro's JEPI Position: Q2 2026 in Review

Columbus Macro increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.7% in Q2 2026, buying an estimated $1.1M and bringing the position to 313,169 shares worth $17.7M. The position accounts for 1.72% of the portfolio, ranked #8.

Columbus Macro first reported a position in JEPI in Q1 2022 and has held it in 18 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Columbus Macro held 313,169 shares of JPMorgan Equity Premium Income ETF worth $17.7M as of Q2 2026.
  • Columbus Macro bought 19,531 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.1M.
  • JPMorgan Equity Premium Income ETF made up 1.72% of Columbus Macro's portfolio in Q2 2026, its #8 holding.
  • Columbus Macro first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.