Curi RMB Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Curi RMB Capital’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	$276K	Sell	4,887 -473	-9%	-$26.7K	﹤0.01%	782
2026 Q1	$304K	Sell	5,360 -1,312	-20%	-$76.3K	0.01%	719
2025 Q4	$385K	Sell	6,672 -3,673	-36%	-$210K	0.01%	691
2025 Q3	$591K	Sell	10,345 -2,244	-18%	-$127K	0.01%	491
2025 Q2	$716K	Buy	12,589 +1,117	+10%	+$61.9K	0.01%	464
2025 Q1	$656K	Buy	11,472 +1,156	+11%	+$67.4K	0.02%	359
2024 Q4	$593K	Sell	10,316 -1,065	-9%	-$63.2K	0.01%	389
2024 Q3	$677K	Buy	11,381 +1,884	+20%	+$108K	0.02%	390
2024 Q2	$538K	Buy	9,497 +2,015	+27%	+$114K	0.01%	411
2024 Q1	$433K	Buy	+7,482	New	+$422K	0.01%	453

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 22.9% 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

Curi RMB Capital's JEPI Position: Q2 2026 in Review

Curi RMB Capital reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 8.8% in Q2 2026, selling an estimated $26.7K and leaving 4,887 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Curi RMB Capital first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $716K in Q2 2025. 1,416 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Curi RMB Capital held 4,887 shares of JPMorgan Equity Premium Income ETF worth $276K as of Q2 2026.
Curi RMB Capital sold 473 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $26.7K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Curi RMB Capital's portfolio in Q2 2026, its #782 holding.
Curi RMB Capital first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
Curi RMB Capital's JPMorgan Equity Premium Income ETF position peaked at $716K in Q2 2025.
1,416 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.