EIP
JEPI icon

Essential Investment Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Essential Investment Partners’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 		$444K Hold
7,853
– – 0.36% 63
2026
Q1 		$445K Sell
7,853
-5,987
-43% -$348K 0.41% 58
2025
Q4 		$792K Buy
+13,840
New +$790K 0.75% 44

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Essential Investment Partners's JEPI Position: Q2 2026 in Review

Essential Investment Partners held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 7,853 shares worth $444K. The position accounts for 0.36% of the portfolio, ranked #63.

Essential Investment Partners first reported a position in JEPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $792K in Q4 2025. 377 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Essential Investment Partners held 7,853 shares of JPMorgan Equity Premium Income ETF worth $444K as of Q2 2026.
  • Essential Investment Partners left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.36% of Essential Investment Partners's portfolio in Q2 2026, its #63 holding.
  • Essential Investment Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's JPMorgan Equity Premium Income ETF position peaked at $792K in Q4 2025.
  • 377 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.