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

Ebert 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
Q3 		$784K Buy
+13,938
New +$795K 0.68% 22

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Ebert Capital Management's JEPI Position: Q3 2026 in Review

Ebert Capital Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 13,938 shares worth $784K. The stake represents 0.68% of the portfolio and ranks #22 among its holdings.

74 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Ebert Capital Management held 13,938 shares of JPMorgan Equity Premium Income ETF worth $784K as of Q3 2026.
  • JPMorgan Equity Premium Income ETF was a new Ebert Capital Management position in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up 0.68% of Ebert Capital Management's portfolio in Q3 2026, its #22 holding.
  • 74 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Ebert Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.