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 Q2	$839K	Buy	14,849 +4,151	+39%	+$234K	0.24%	52
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 $1.89T 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

Cora Capital Advisors's JEPI Position: Q2 2026 in Review

Cora Capital Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 39% in Q2 2026, buying an estimated $234K and bringing the position to 14,849 shares worth $839K. The position accounts for 0.24% of the portfolio, ranked #52.

Cora Capital Advisors first reported a position in JEPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.63M in Q2 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Cora Capital Advisors held 14,849 shares of JPMorgan Equity Premium Income ETF worth $839K as of Q2 2026.
Cora Capital Advisors bought 4,151 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $234K.
JPMorgan Equity Premium Income ETF made up 0.24% of Cora Capital Advisors's portfolio in Q2 2026, its #52 holding.
Cora Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
Cora Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $2.63M in Q2 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cora Capital Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.