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

Donaldson Capital Management’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	$225K	Buy	+3,984	New	+$225K	0.01%	293

Other funds holding JEPI

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 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

Donaldson Capital Management's JEPI Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 3,984 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings.

992 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Donaldson Capital Management held 3,984 shares of JPMorgan Equity Premium Income ETF worth $225K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Donaldson Capital Management position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #293 holding.
992 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.