Crewe Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Crewe 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	$2.51M	Buy	44,499 +1,874	+4%	+$106K	0.18%	55
2026 Q1	$2.42M	Buy	42,625 +4,219	+11%	+$245K	0.21%	53
2025 Q4	$2.2M	Buy	38,406 +9,514	+33%	+$543K	0.19%	53
2025 Q3	$1.65M	Sell	28,892 -6,897	-19%	-$392K	0.16%	64
2025 Q2	$2.03M	Buy	35,789 +2,052	+6%	+$114K	0.29%	41
2025 Q1	$1.93M	Buy	33,737 +2,172	+7%	+$127K	0.27%	38
2024 Q4	$1.82M	Buy	31,565 +2,347	+8%	+$139K	0.25%	40
2024 Q3	$1.74M	Sell	29,218 -366	-1%	-$21.1K	0.2%	41
2024 Q2	$1.68M	Buy	29,584 +6,652	+29%	+$376K	0.19%	52
2024 Q1	$1.33M	Buy	22,932 +4,249	+23%	+$239K	0.15%	56
2023 Q4	$1.03M	Sell	18,683 -9,055	-33%	-$488K	0.16%	36
2023 Q3	$1.49M	Buy	27,738 +7,576	+38%	+$417K	0.26%	31
2023 Q2	$1.12M	Buy	20,162 +11,110	+123%	+$607K	0.16%	50
2023 Q1	$494K	Sell	9,052 -13	-0.1%	-$705	0.07%	86
2022 Q4	$494K	Buy	9,065 +3,671	+68%	+$199K	0.08%	80
2022 Q3	$276K	Buy	5,394 +1,772	+49%	+$98.6K	0.05%	112
2022 Q2	$201K	Buy	+3,622	New	+$210K	0.04%	129

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

Crewe Advisors's JEPI Position: Q2 2026 in Review

Crewe Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.4% in Q2 2026, buying an estimated $106K and bringing the position to 44,499 shares worth $2.51M. The position accounts for 0.18% of the portfolio, ranked #55.

Crewe Advisors first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Crewe Advisors held 44,499 shares of JPMorgan Equity Premium Income ETF worth $2.51M as of Q2 2026.
Crewe Advisors bought 1,874 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $106K.
JPMorgan Equity Premium Income ETF made up 0.18% of Crewe Advisors's portfolio in Q2 2026, its #55 holding.
Crewe Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.