CA
JEPI icon

Crumly & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Crumly & Associates’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 		$687K Buy
12,155
+2,003
+20% +$113K 0.13% 95
2026
Q1 		$575K Buy
10,152
+1,315
+15% +$76.5K 0.12% 107
2025
Q4 		$506K Sell
8,837
-5
-0.1% -$285 0.11% 111
2025
Q3 		$505K Buy
8,842
+4,664
+112% +$265K 0.11% 113
2025
Q2 		$238K Buy
+4,178
New +$231K 0.06% 145

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Crumly & Associates's JEPI Position: Q2 2026 in Review

Crumly & Associates increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 20% in Q2 2026, buying an estimated $113K and bringing the position to 12,155 shares worth $687K. The position accounts for 0.13% of the portfolio, ranked #95.

Crumly & Associates first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 430 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Crumly & Associates held 12,155 shares of JPMorgan Equity Premium Income ETF worth $687K as of Q2 2026.
  • Crumly & Associates bought 2,003 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $113K.
  • JPMorgan Equity Premium Income ETF made up 0.13% of Crumly & Associates's portfolio in Q2 2026, its #95 holding.
  • Crumly & Associates first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
  • 430 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.