Edgestream Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Edgestream Partners’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	$410K	Buy	7,257 +3,571	+97%	+$202K	0.01%	820
2026 Q1	$209K	Sell	3,686 -20,304	-85%	-$1.18M	0.01%	849
2025 Q4	$1.37M	Buy	23,990 +15,588	+186%	+$890K	0.04%	623
2025 Q3	$480K	Buy	+8,402	New	+$477K	0.01%	736
2024 Q3	–	Sell	-6,617	Closed	-$375K	–	965
2024 Q2	$375K	Buy	+6,617	New	+$374K	0.02%	710

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Edgestream Partners's JEPI Position: Q2 2026 in Review

Edgestream Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 97% in Q2 2026, buying an estimated $202K and bringing the position to 7,257 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #820.

Edgestream Partners first reported a position in JEPI in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.37M in Q4 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Edgestream Partners held 7,257 shares of JPMorgan Equity Premium Income ETF worth $410K as of Q2 2026.
Edgestream Partners bought 3,571 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $202K.
JPMorgan Equity Premium Income ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #820 holding.
Edgestream Partners first reported a position in JPMorgan Equity Premium Income ETF in Q2 2024 and has held it in 5 quarters since.
Edgestream Partners's JPMorgan Equity Premium Income ETF position peaked at $1.37M in Q4 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.