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

EverSource 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	$7.91M	Buy	139,974 +6,551	+5%	+$370K	0.27%	77
2026 Q1	$7.56M	Sell	133,423 -23,950	-15%	-$1.39M	0.23%	76
2025 Q4	$9.01M	Buy	157,373 +3,329	+2%	+$190K	0.33%	70
2025 Q3	$8.8M	Sell	154,044 -23,336	-13%	-$1.33M	0.35%	71
2025 Q2	$10.1M	Sell	177,380 -7,965	-4%	-$441K	0.46%	51
2025 Q1	$10.6M	Buy	185,345 +64,415	+53%	+$3.75M	0.58%	40
2024 Q4	$6.96M	Buy	120,930 +11,672	+11%	+$693K	0.39%	62
2024 Q3	$6.5M	Buy	109,258 +3,059	+3%	+$176K	0.41%	60
2024 Q2	$6.1M	Buy	106,199 +8,409	+9%	+$476K	0.41%	62
2024 Q1	$5.47M	Buy	97,790 +7,593	+8%	+$428K	0.43%	58
2023 Q4	$4.96M	Sell	90,197 -6,827	-7%	-$368K	0.45%	55
2023 Q3	$5.2M	Buy	97,024 +37,570	+63%	+$2.07M	0.55%	44
2023 Q2	$3.29M	Buy	59,454 +59,351	+57,622%	+$3.24M	0.36%	73
2023 Q1	$5.61K	Buy	+103	New	+$5.59K	﹤0.01%	1601

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

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

EverSource Wealth Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.9% in Q2 2026, buying an estimated $370K and bringing the position to 139,974 shares worth $7.91M. The position accounts for 0.27% of the portfolio, ranked #77.

EverSource Wealth Advisors first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.6M in Q1 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

EverSource Wealth Advisors held 139,974 shares of JPMorgan Equity Premium Income ETF worth $7.91M as of Q2 2026.
EverSource Wealth Advisors bought 6,551 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $370K.
JPMorgan Equity Premium Income ETF made up 0.27% of EverSource Wealth Advisors's portfolio in Q2 2026, its #77 holding.
EverSource Wealth Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
EverSource Wealth Advisors's JPMorgan Equity Premium Income ETF position peaked at $10.6M in Q1 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.