Coston McIsaac & Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Coston McIsaac & Partners’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	$5K	Buy	+101	New	+$5.7K	﹤0.01%	677

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

Coston McIsaac & Partners's JEPI Position: Q2 2026 in Review

Coston McIsaac & Partners opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 101 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings.

1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Coston McIsaac & Partners held 101 shares of JPMorgan Equity Premium Income ETF worth $5K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Coston McIsaac & Partners position in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #677 holding.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.