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 Q3	$245K	Buy	+4,350	New	+$248K	0.01%	692
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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return

CX Institutional's JEPI Position: Q3 2026 in Review

CX Institutional opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 4,350 shares worth $245K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: CX Institutional previously reported a position in JEPI as recently as Q1 2026.

CX Institutional first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 495 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

CX Institutional held 4,350 shares of JPMorgan Equity Premium Income ETF worth $245K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new CX Institutional position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #692 holding.
CX Institutional first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
495 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.