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

Cornerstone Financial Management’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	$22.6K	Hold	400	–	–	0.02%	241
2026 Q1	$22.7K	Hold	400	–	–	0.02%	188
2025 Q4	$22.9K	Buy	+400	New	+$22.8K	0.02%	177

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 Financial Management's JEPI Position: Q2 2026 in Review

Cornerstone Financial Management held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 400 shares worth $22.6K. The position accounts for 0.02% of the portfolio, ranked #241.

Cornerstone Financial Management first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.9K in Q4 2025. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Cornerstone Financial Management held 400 shares of JPMorgan Equity Premium Income ETF worth $22.6K as of Q2 2026.
Cornerstone Financial Management left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #241 holding.
Cornerstone Financial Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
Cornerstone Financial Management's JPMorgan Equity Premium Income ETF position peaked at $22.9K in Q4 2025.
1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.