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

Dudley 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 		$277K Buy
4,900
+29
+0.6% +$1.64K 0.11% 127
2026
Q1 		$276K Sell
4,871
-1
-0% -$58 0.12% 108
2025
Q4 		$279K Sell
4,872
-1
-0% -$57 0.12% 109
2025
Q3 		$278K Buy
4,873
+8
+0.2% +$454 0.13% 111
2025
Q2 		$277K Sell
4,865
-50
-1% -$2.77K 0.14% 103
2025
Q1 		$281K Buy
4,915
+950
+24% +$55.3K 0.15% 100
2024
Q4 		$228K Buy
+3,965
New +$235K 0.11% 114

Other funds holding JEPI

Commonwealth Equity Services
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
CA
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Dudley Capital Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.6% in Q2 2026, buying an estimated $1.64K and bringing the position to 4,900 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #127.

Dudley Capital Management first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $281K in Q1 2025. 734 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Dudley Capital Management held 4,900 shares of JPMorgan Equity Premium Income ETF worth $277K as of Q2 2026.
  • Dudley Capital Management bought 29 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.64K.
  • JPMorgan Equity Premium Income ETF made up 0.11% of Dudley Capital Management's portfolio in Q2 2026, its #127 holding.
  • Dudley Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Dudley Capital Management's JPMorgan Equity Premium Income ETF position peaked at $281K in Q1 2025.
  • 734 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.