CRA Financial Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

CRA Financial Services’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	$745K	Buy	13,198 +86	+0.7%	+$4.86K	0.09%	161
2026 Q1	$743K	Buy	13,112 +13	+0.1%	+$756	0.1%	145
2025 Q4	$750K	Buy	13,099 +4,695	+56%	+$268K	0.1%	140
2025 Q3	$480K	Buy	8,404 +2,497	+42%	+$142K	0.07%	174
2025 Q2	$336K	Buy	5,907 +200	+4%	+$11.1K	0.05%	206
2025 Q1	$326K	Hold	5,707	–	–	0.06%	195
2024 Q4	$328K	Buy	5,707 +135	+2%	+$8.02K	0.06%	191
2024 Q3	$332K	Buy	5,572 +100	+2%	+$5.75K	0.06%	181
2024 Q2	$310K	Buy	5,472 +1,410	+35%	+$79.8K	0.06%	180
2024 Q1	$235K	Sell	4,062 -310	-7%	-$17.5K	0.05%	216
2023 Q4	$240K	Sell	4,372 -300	-6%	-$16.2K	0.06%	191
2023 Q3	$250K	Buy	4,672 +728	+18%	+$40.1K	0.07%	174
2023 Q2	$218K	Buy	+3,944	New	+$215K	0.06%	190

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

CRA Financial Services's JEPI Position: Q2 2026 in Review

CRA Financial Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.66% in Q2 2026, buying an estimated $4.86K and bringing the position to 13,198 shares worth $745K. The position accounts for 0.09% of the portfolio, ranked #161.

CRA Financial Services first reported a position in JEPI in Q2 2023 and has held it in 13 quarters since. The position peaked at $750K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

CRA Financial Services held 13,198 shares of JPMorgan Equity Premium Income ETF worth $745K as of Q2 2026.
CRA Financial Services bought 86 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $4.86K.
JPMorgan Equity Premium Income ETF made up 0.09% of CRA Financial Services's portfolio in Q2 2026, its #161 holding.
CRA Financial Services first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 13 quarters since.
CRA Financial Services's JPMorgan Equity Premium Income ETF position peaked at $750K in Q4 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.