Diversify Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Diversify Advisory Services’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	$6.59M	Buy	+115,465	New	+$6.52M	0.11%	188
2026 Q1	–	Sell	-22,882	Closed	-$1.34M	–	566
2025 Q4	$1.34M	Sell	22,882 -8,042	-26%	-$459K	0.04%	310
2025 Q3	$1.74M	Buy	30,924 +4,961	+19%	+$282K	0.06%	234
2025 Q2	$1.46M	Buy	25,963 +14,434	+125%	+$800K	0.06%	240
2025 Q1	$637K	Sell	11,529 -7,832	-40%	-$456K	0.04%	302
2024 Q4	$1.1M	Sell	19,361 -3,292	-15%	-$195K	0.06%	215
2024 Q3	$1.35M	Buy	22,653 +1,750	+8%	+$101K	0.07%	211
2024 Q2	$1.17M	Sell	20,903 -2,937	-12%	-$166K	0.06%	214
2024 Q1	$1.37M	Buy	+23,840	New	+$1.34M	0.08%	195

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Diversify Advisory Services's JEPI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 115,465 shares worth $6.59M. The stake represents 0.11% of the portfolio and ranks #188 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in JEPI as recently as Q4 2025.

Diversify Advisory Services first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Diversify Advisory Services held 115,465 shares of JPMorgan Equity Premium Income ETF worth $6.59M as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Diversify Advisory Services position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.11% of Diversify Advisory Services's portfolio in Q2 2026, its #188 holding.
Diversify Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.