Cornell Pochily Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cornell Pochily Investment 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	$336K	Sell	5,957 -2,016	-25%	-$114K	0.09%	146
2026 Q1	$452K	Sell	7,973 -130	-2%	-$7.56K	0.13%	120
2025 Q4	$464K	Sell	8,103 -782	-9%	-$44.7K	0.13%	118
2025 Q3	$507K	Sell	8,885 -554	-6%	-$31.5K	0.15%	119
2025 Q2	$537K	Buy	9,439 +2,066	+28%	+$114K	0.18%	112
2025 Q1	$421K	Buy	7,373 +3,565	+94%	+$208K	0.15%	125
2024 Q4	$219K	Buy	+3,808	New	+$226K	0.08%	162

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

Cornell Pochily Investment Advisors's JEPI Position: Q2 2026 in Review

Cornell Pochily Investment Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 25% in Q2 2026, selling an estimated $114K and leaving 5,957 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #146.

Cornell Pochily Investment Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $537K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Cornell Pochily Investment Advisors held 5,957 shares of JPMorgan Equity Premium Income ETF worth $336K as of Q2 2026.
Cornell Pochily Investment Advisors sold 2,016 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $114K.
JPMorgan Equity Premium Income ETF made up 0.09% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #146 holding.
Cornell Pochily Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Cornell Pochily Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $537K in Q2 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.