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Eagle Bluffs Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Eagle Bluffs Wealth 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 		$5.78M Buy
102,284
+1,807
+2% +$102K 1.93% 15
2026
Q1 		$5.7M Buy
100,477
+644
+0.6% +$37.5K 2.22% 13
2025
Q4 		$5.76M Buy
99,833
+8,071
+9% +$461K 2.33% 13
2025
Q3 		$5.24M Buy
91,762
+2,346
+3% +$133K 2.26% 11
2025
Q2 		$5.08M Sell
89,416
-314
-0.3% -$17.4K 2.42% 10
2025
Q1 		$5.13M Sell
89,730
-40,754
-31% -$2.37M 2.71% 8
2024
Q4 		$7.56M Sell
130,484
-15,484
-11% -$919K 4.06% 6
2024
Q3 		$8.69M Sell
145,968
-139
-0.1% -$8K 4.68% 5
2024
Q2 		$8.28M Buy
146,107
+10,978
+8% +$621K 4.82% 5
2024
Q1 		$7.82M Sell
135,129
-400
-0.3% -$22.5K 4.85% 4
2023
Q4 		$7.51M Sell
135,529
-10,343
-7% -$558K 5.12% 4
2023
Q3 		$7.81M Buy
145,872
+35,690
+32% +$1.97M 6% 4
2023
Q2 		$6.1M Buy
110,182
+3,345
+3% +$183K 4.7% 3
2023
Q1 		$5.83M Buy
106,837
+13,348
+14% +$724K 4.78% 3
2022
Q4 		$5.09M Buy
93,489
+5,848
+7% +$318K 5.34% 3
2022
Q3 		$4.49M Buy
87,641
+2,300
+3% +$128K 5.18% 5
2022
Q2 		$4.73M Sell
85,341
-30,726
-26% -$1.78M 5.1% 5
2022
Q1 		$7.13M Buy
116,067
+19,412
+20% +$1.18M 6.88% 3
2021
Q4 		$6.11M Buy
+96,655
New +$5.95M 6.38% 2

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Eagle Bluffs Wealth Management's JEPI Position: Q2 2026 in Review

Eagle Bluffs Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.8% in Q2 2026, buying an estimated $102K and bringing the position to 102,284 shares worth $5.78M. The position accounts for 1.93% of the portfolio, ranked #15.

Eagle Bluffs Wealth Management first reported a position in JEPI in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.69M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Eagle Bluffs Wealth Management held 102,284 shares of JPMorgan Equity Premium Income ETF worth $5.78M as of Q2 2026.
  • Eagle Bluffs Wealth Management bought 1,807 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $102K.
  • JPMorgan Equity Premium Income ETF made up 1.93% of Eagle Bluffs Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Eagle Bluffs Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Bluffs Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $8.69M in Q3 2024.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.