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DB&C Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

DB&C 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 		$1.55M Buy
27,384
+475
+2% +$26.8K 1.67% 19
2026
Q1 		$1.53M Buy
26,909
+205
+0.8% +$11.9K 1.98% 18
2025
Q4 		$1.53M Buy
+26,704
New +$1.52M 1.92% 17

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DB&C Advisors's JEPI Position: Q2 2026 in Review

DB&C Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q2 2026, buying an estimated $26.8K and bringing the position to 27,384 shares worth $1.55M. The position accounts for 1.67% of the portfolio, ranked #19.

DB&C Advisors first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • DB&C Advisors held 27,384 shares of JPMorgan Equity Premium Income ETF worth $1.55M as of Q2 2026.
  • DB&C Advisors bought 475 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $26.8K.
  • JPMorgan Equity Premium Income ETF made up 1.67% of DB&C Advisors's portfolio in Q2 2026, its #19 holding.
  • DB&C Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.