Eclectic Associates
JEPI icon

Eclectic Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Eclectic Associates’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 		$446K Buy
7,939
+4,203
+113% +$240K 0.05% 104
2026
Q2 		$211K Hold
3,736
– – 0.02% 152
2026
Q1 		$212K Buy
+3,736
New +$217K 0.03% 151

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Brookstone Capital Management
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Sterling Investment Counsel
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Davenport & Co
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Prime Capital Investment Advisors
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Eclectic Associates's JEPI Position: Q3 2026 in Review

Eclectic Associates increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 113% in Q3 2026, buying an estimated $240K and bringing the position to 7,939 shares worth $446K. The position accounts for 0.05% of the portfolio, ranked #104.

Eclectic Associates first reported a position in JEPI in Q1 2026 and has held it in 3 quarters since. 451 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Eclectic Associates held 7,939 shares of JPMorgan Equity Premium Income ETF worth $446K as of Q3 2026.
  • Eclectic Associates bought 4,203 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $240K.
  • JPMorgan Equity Premium Income ETF made up 0.05% of Eclectic Associates's portfolio in Q3 2026, its #104 holding.
  • Eclectic Associates first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 451 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.