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

DeDora 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 Q3	$9.32M	Buy	165,861 +6,250	+4%	+$357K	2.08%	13
2026 Q2	$9.01M	Buy	159,611 +18,135	+13%	+$1.02M	1.96%	13
2026 Q1	$8.02M	Buy	141,476 +5,782	+4%	+$336K	1.97%	12
2025 Q4	$7.77M	Buy	135,694 +17,647	+15%	+$1.01M	1.84%	15
2025 Q3	$6.74M	Buy	118,047 +22,482	+24%	+$1.28M	1.63%	17
2025 Q2	$5.43M	Buy	95,565 +84,271	+746%	+$4.67M	1.42%	18
2025 Q1	$645K	Buy	11,294 +2,169	+24%	+$126K	0.19%	74
2024 Q4	$525K	Buy	9,125 +1,243	+16%	+$73.8K	0.14%	81
2024 Q3	$469K	Buy	7,882 +2,625	+50%	+$151K	0.13%	83
2024 Q2	$298K	Buy	5,257 +960	+22%	+$54.3K	0.09%	96
2024 Q1	$249K	Buy	+4,297	New	+$242K	0.08%	101

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

DeDora Capital's JEPI Position: Q3 2026 in Review

DeDora Capital increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.9% in Q3 2026, buying an estimated $357K and bringing the position to 165,861 shares worth $9.32M. The position accounts for 2.08% of the portfolio, ranked #13.

DeDora Capital first reported a position in JEPI in Q1 2024 and has held it in 11 quarters since. 916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

DeDora Capital held 165,861 shares of JPMorgan Equity Premium Income ETF worth $9.32M as of Q3 2026.
DeDora Capital bought 6,250 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $357K.
JPMorgan Equity Premium Income ETF made up 2.08% of DeDora Capital's portfolio in Q3 2026, its #13 holding.
DeDora Capital first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 11 quarters since.
916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.