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EP Wealth Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

EP Wealth 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 		$20.8M Buy
368,013
+45,826
+14% +$2.59M 0.08% 174
2026
Q1 		$18.3M Sell
322,187
-782
-0.2% -$45.5K 0.09% 145
2025
Q4 		$18.5M Buy
+322,969
New +$18.4M 0.1% 138
2025
Q2 		$15M Sell
263,391
-7,156
-3% -$396K 0.1% 146
2025
Q1 		$15.5M Sell
270,547
-4,147
-2% -$242K 0.12% 127
2024
Q4 		$15.8M Buy
274,694
+13,464
+5% +$799K 0.13% 117
2024
Q3 		$15.5M Buy
261,230
+184,368
+240% +$10.6M 0.13% 119
2024
Q2 		$4.36M Buy
76,862
+55,748
+264% +$3.15M 0.05% 194
2024
Q1 		$1.22M Buy
21,114
+18,879
+845% +$1.06M 0.01% 346
2023
Q4 		$123K Buy
2,235
+158
+8% +$8.52K ﹤0.01% 764
2023
Q3 		$111K Buy
+2,077
New +$114K ﹤0.01% 729
2023
Q1 		– Sell
-2,000
Closed -$109K – 672
2022
Q4 		$109K Buy
+2,000
New +$109K ﹤0.01% 593

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EP Wealth Advisors's JEPI Position: Q2 2026 in Review

EP Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 14% in Q2 2026, buying an estimated $2.59M and bringing the position to 368,013 shares worth $20.8M. The position accounts for 0.08% of the portfolio, ranked #174.

EP Wealth Advisors first reported a position in JEPI in Q4 2022 and has held it in 12 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • EP Wealth Advisors held 368,013 shares of JPMorgan Equity Premium Income ETF worth $20.8M as of Q2 2026.
  • EP Wealth Advisors bought 45,826 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.59M.
  • JPMorgan Equity Premium Income ETF made up 0.08% of EP Wealth Advisors's portfolio in Q2 2026, its #174 holding.
  • EP Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 12 quarters since.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.