Encompass More Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Encompass More Asset 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 Q2	$882K	Buy	15,610 +2,060	+15%	+$116K	0.13%	99
2026 Q1	$768K	Buy	13,550 +322	+2%	+$18.7K	0.13%	108
2025 Q4	$757K	Buy	13,228 +8,977	+211%	+$513K	0.14%	116
2025 Q3	$243K	Buy	4,251 +55	+1%	+$3.12K	0.05%	210
2025 Q2	$239K	Sell	4,196 -229	-5%	-$12.7K	0.06%	184
2025 Q1	$253K	Buy	4,425 +16	+0.4%	+$932	0.08%	158
2024 Q4	$254K	Buy	4,409 +16	+0.4%	+$950	0.08%	167
2024 Q3	$261K	Buy	+4,393	New	+$253K	0.1%	154

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

Encompass More Asset Management's JEPI Position: Q2 2026 in Review

Encompass More Asset Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, buying an estimated $116K and bringing the position to 15,610 shares worth $882K. The position accounts for 0.13% of the portfolio, ranked #99.

Encompass More Asset Management first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Encompass More Asset Management held 15,610 shares of JPMorgan Equity Premium Income ETF worth $882K as of Q2 2026.
Encompass More Asset Management bought 2,060 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $116K.
JPMorgan Equity Premium Income ETF made up 0.13% of Encompass More Asset Management's portfolio in Q2 2026, its #99 holding.
Encompass More Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.