Cornerstone Enterprises’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Cornerstone Enterprises’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	$32M	Buy	567,410 +33,512	+6%	+$1.89M	14.62%	2
2026 Q1	$30.3M	Sell	533,898 -9,021	-2%	-$525K	15.05%	2
2025 Q4	$31.1M	Buy	542,919 +21,738	+4%	+$1.24M	14.87%	2
2025 Q3	$29.8M	Buy	521,181 +22,499	+5%	+$1.28M	14.63%	2
2025 Q2	$28.4M	Buy	498,682 +52,202	+12%	+$2.89M	15.26%	2
2025 Q1	$25.5M	Buy	446,480 +166,029	+59%	+$9.67M	15.55%	2
2024 Q4	$16.1M	Buy	+280,451	New	+$16.7M	9.69%	3

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

Cornerstone Enterprises's JEPI Position: Q2 2026 in Review

Cornerstone Enterprises increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.3% in Q2 2026, buying an estimated $1.89M and bringing the position to 567,410 shares worth $32M. The position accounts for 14.62% of the portfolio, ranked #2.

Cornerstone Enterprises first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Cornerstone Enterprises held 567,410 shares of JPMorgan Equity Premium Income ETF worth $32M as of Q2 2026.
Cornerstone Enterprises bought 33,512 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.89M.
JPMorgan Equity Premium Income ETF made up 14.62% of Cornerstone Enterprises's portfolio in Q2 2026, its #2 holding.
Cornerstone Enterprises first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cornerstone Enterprises's 13F filing for Q2 2026, filed 23 Jul 2026.