CX Institutional’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

CX Institutional’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	–	Sell	-373	Closed	-$21K	–	1613
2026 Q1	$21K	Sell	373 -1,115	-75%	-$64.9K	﹤0.01%	1118
2025 Q4	$85K	Buy	1,488 +1,193	+404%	+$68.1K	﹤0.01%	880
2025 Q3	$17K	Sell	295 -864	-75%	-$49.1K	﹤0.01%	1123
2025 Q2	$66K	Hold	1,159	–	–	﹤0.01%	818
2025 Q1	$66K	Buy	+1,159	New	+$67.5K	﹤0.01%	799

Other funds holding JEPI

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

CX Institutional's JEPI Position: Q2 2026 in Review

CX Institutional sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 373 shares — an estimated $21K sold.

CX Institutional first reported a position in JEPI in Q1 2025 and held it in 5 quarters. The position peaked at $85K in Q4 2025. 331 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

CX Institutional reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
CX Institutional sold 373 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $21K.
CX Institutional first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 5 quarters.
CX Institutional's JPMorgan Equity Premium Income ETF position peaked at $85K in Q4 2025.
331 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.