Comprehensive Money Management Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Comprehensive Money Management Services’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	$383K	Sell	6,788 -760	-10%	-$42.9K	0.24%	125
2026 Q1	$428K	Buy	7,548 +1,815	+32%	+$106K	0.28%	118
2025 Q4	$328K	Buy	5,733 +305	+6%	+$17.4K	0.23%	137
2025 Q3	$310K	Buy	5,428 +188	+4%	+$10.7K	0.22%	143
2025 Q2	$298K	Buy	+5,240	New	+$290K	0.23%	139

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

Comprehensive Money Management Services's JEPI Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 10% in Q2 2026, selling an estimated $42.9K and leaving 6,788 shares worth $383K. The position accounts for 0.24% of the portfolio, ranked #125.

Comprehensive Money Management Services first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $428K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Comprehensive Money Management Services held 6,788 shares of JPMorgan Equity Premium Income ETF worth $383K as of Q2 2026.
Comprehensive Money Management Services sold 760 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $42.9K.
JPMorgan Equity Premium Income ETF made up 0.24% of Comprehensive Money Management Services's portfolio in Q2 2026, its #125 holding.
Comprehensive Money Management Services first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
Comprehensive Money Management Services's JPMorgan Equity Premium Income ETF position peaked at $428K in Q1 2026.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.