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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DeDora Capital's JEPI Position: Q2 2026 in Review

DeDora Capital increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 13% in Q2 2026, buying an estimated $1.02M and bringing the position to 159,611 shares worth $9.01M. The position accounts for 1.96% of the portfolio, ranked #13.

DeDora Capital first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. 926 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

DeDora Capital held 159,611 shares of JPMorgan Equity Premium Income ETF worth $9.01M as of Q2 2026.
DeDora Capital bought 18,135 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.02M.
JPMorgan Equity Premium Income ETF made up 1.96% of DeDora Capital's portfolio in Q2 2026, its #13 holding.
DeDora Capital first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
926 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.