Envestnet Portfolio Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Envestnet Portfolio Solutions’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	$5.81M	Buy	102,915 +17,807	+21%	+$1.01M	0.03%	303
2026 Q1	$4.82M	Sell	85,108 -62,439	-42%	-$3.63M	0.03%	300
2025 Q4	$8.45M	Sell	147,547 -29,647	-17%	-$1.69M	0.03%	275
2025 Q3	$10.1M	Sell	177,194 -2,304	-1%	-$131K	0.04%	230
2025 Q2	$10.2M	Sell	179,498 -42,877	-19%	-$2.38M	0.04%	224
2025 Q1	$12.7M	Sell	222,375 -3,502	-2%	-$204K	0.05%	187
2024 Q4	$13M	Buy	225,877 +57,172	+34%	+$3.39M	0.04%	208
2024 Q3	$10M	Buy	168,705 +24,261	+17%	+$1.4M	0.03%	242
2024 Q2	$8.19M	Buy	144,444 +22,533	+18%	+$1.27M	0.03%	273
2024 Q1	$7.05M	Sell	121,911 -21,688	-15%	-$1.22M	0.03%	302
2023 Q4	$7.9M	Buy	143,599 +21,883	+18%	+$1.18M	0.03%	236
2023 Q3	$6.52M	Buy	+121,716	New	+$6.71M	0.03%	251

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

Envestnet Portfolio Solutions's JEPI Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 21% in Q2 2026, buying an estimated $1.01M and bringing the position to 102,915 shares worth $5.81M. The position accounts for 0.03% of the portfolio, ranked #303.

Envestnet Portfolio Solutions first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. The position peaked at $13M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Envestnet Portfolio Solutions held 102,915 shares of JPMorgan Equity Premium Income ETF worth $5.81M as of Q2 2026.
Envestnet Portfolio Solutions bought 17,807 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.01M.
JPMorgan Equity Premium Income ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #303 holding.
Envestnet Portfolio Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's JPMorgan Equity Premium Income ETF position peaked at $13M in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.