Ehrlich Financial Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ehrlich Financial Group’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	$3.01M	Buy	53,363 +559	+1%	+$31.6K	1.55%	18
2026 Q1	$2.99M	Sell	52,804 -3,294	-6%	-$192K	1.72%	17
2025 Q4	$3.21M	Sell	56,098 -2,557	-4%	-$146K	1.83%	16
2025 Q3	$3.35M	Sell	58,655 -1,318	-2%	-$74.8K	1.99%	14
2025 Q2	$3.41M	Buy	59,973 +2,883	+5%	+$160K	2.21%	12
2025 Q1	$3.26M	Sell	57,090 -423	-0.7%	-$24.6K	2.38%	8
2024 Q4	$3.31M	Sell	57,513 -2,140	-4%	-$127K	2.35%	12
2024 Q3	$3.55M	Sell	59,653 -1,801	-3%	-$104K	2.53%	12
2024 Q2	$3.48M	Buy	61,454 +3,004	+5%	+$170K	2.75%	9
2024 Q1	$3.38M	Buy	58,450 +8,686	+17%	+$489K	2.85%	9
2023 Q4	$2.74M	Buy	+49,764	New	+$2.68M	2.74%	8

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

Ehrlich Financial Group's JEPI Position: Q2 2026 in Review

Ehrlich Financial Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.1% in Q2 2026, buying an estimated $31.6K and bringing the position to 53,363 shares worth $3.01M. The position accounts for 1.55% of the portfolio, ranked #18.

Ehrlich Financial Group first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.55M in Q3 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Ehrlich Financial Group held 53,363 shares of JPMorgan Equity Premium Income ETF worth $3.01M as of Q2 2026.
Ehrlich Financial Group bought 559 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $31.6K.
JPMorgan Equity Premium Income ETF made up 1.55% of Ehrlich Financial Group's portfolio in Q2 2026, its #18 holding.
Ehrlich Financial Group first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
Ehrlich Financial Group's JPMorgan Equity Premium Income ETF position peaked at $3.55M in Q3 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.