Cora Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cora Capital 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 Q1	$606K	Sell	10,698 -31,765	-75%	-$1.85M	0.2%	60
2025 Q4	$2.43M	Sell	42,463 -2,182	-5%	-$125K	0.95%	22
2025 Q3	$2.55M	Sell	44,645 -1,577	-3%	-$89.6K	1.08%	21
2025 Q2	$2.63M	Buy	46,222 +2,319	+5%	+$128K	1.17%	19
2025 Q1	$2.51M	Buy	43,903 +34,788	+382%	+$2.03M	1.2%	19
2024 Q4	$524K	Buy	9,115 +2,150	+31%	+$128K	0.25%	59
2024 Q3	$414K	Buy	6,965 +1,065	+18%	+$61.3K	0.2%	61
2024 Q2	$334K	Buy	+5,900	New	+$334K	0.17%	64

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cora Capital Advisors's JEPI Position: Q1 2026 in Review

Cora Capital Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 75% in Q1 2026, selling an estimated $1.85M and leaving 10,698 shares worth $606K. The position accounts for 0.2% of the portfolio, ranked #60.

Cora Capital Advisors first reported a position in JEPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.63M in Q2 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Cora Capital Advisors held 10,698 shares of JPMorgan Equity Premium Income ETF worth $606K as of Q1 2026.
Cora Capital Advisors sold 31,765 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $1.85M.
JPMorgan Equity Premium Income ETF made up 0.2% of Cora Capital Advisors's portfolio in Q1 2026, its #60 holding.
Cora Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 8 quarters since.
Cora Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.63M in Q2 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Cora Capital Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.