Elevated Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Elevated Capital Advisors’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	$11.5K	Sell	204 -99	-33%	-$5.59K	﹤0.01%	473
2026 Q1	$17.2K	Sell	303 -89	-23%	-$5.18K	﹤0.01%	418
2025 Q4	$22.4K	Buy	+392	New	+$22.4K	0.01%	390
2024 Q3	–	Sell	-22,465	Closed	-$1.27M	–	273
2024 Q2	$1.27M	Sell	22,465 -879	-4%	-$49.7K	0.36%	68
2024 Q1	$1.35M	Buy	23,344 +13,041	+127%	+$735K	0.39%	77
2023 Q4	$566K	Buy	10,303 +259	+3%	+$14K	0.18%	124
2023 Q3	$538K	Buy	10,044 +312	+3%	+$17.2K	0.18%	118
2023 Q2	$538K	Sell	9,732 -4,454	-31%	-$243K	0.18%	126
2023 Q1	$775K	Buy	+14,186	New	+$770K	0.28%	103

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

Elevated Capital Advisors's JEPI Position: Q2 2026 in Review

Elevated Capital Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 33% in Q2 2026, selling an estimated $5.59K and leaving 204 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Elevated Capital Advisors first reported a position in JEPI in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.35M in Q1 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Elevated Capital Advisors held 204 shares of JPMorgan Equity Premium Income ETF worth $11.5K as of Q2 2026.
Elevated Capital Advisors sold 99 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.59K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #473 holding.
Elevated Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 9 quarters since.
Elevated Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.35M in Q1 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.