FP
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Financial Perspectives’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Financial Perspectives’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 		$213K Buy
3,777
+11
+0.3% +$621 0.05% 165
2026
Q1 		$213K Buy
3,766
+34
+0.9% +$1.98K 0.06% 152
2025
Q4 		$214K Buy
3,732
+32
+0.9% +$1.83K 0.06% 154
2025
Q3 		$211K Buy
3,700
+362
+11% +$20.6K 0.06% 153
2025
Q2 		$190K Sell
3,338
-424
-11% -$23.5K 0.06% 152
2025
Q1 		$215K Buy
3,762
+44
+1% +$2.56K 0.07% 133
2024
Q4 		$214K Buy
3,718
+239
+7% +$14.2K 0.07% 134
2024
Q3 		$207K Buy
3,479
+39
+1% +$2.24K 0.07% 136
2024
Q2 		$195K Buy
3,440
+56
+2% +$3.17K 0.07% 137
2024
Q1 		$196K Buy
3,384
+212
+7% +$11.9K 0.07% 140
2023
Q4 		$174K Buy
3,172
+64
+2% +$3.45K 0.07% 149
2023
Q3 		$166K Buy
3,108
+992
+47% +$54.7K 0.08% 143
2023
Q2 		$117K Buy
+2,116
New +$116K 0.05% 169
2022
Q2 		– Sell
-3,271
Closed -$201K – 695
2022
Q1 		$201K Buy
+3,271
New +$198K 0.09% 131

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

Financial Perspectives's JEPI Position: Q2 2026 in Review

Financial Perspectives increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.29% in Q2 2026, buying an estimated $621 and bringing the position to 3,777 shares worth $213K. The position accounts for 0.05% of the portfolio, ranked #165.

Financial Perspectives first reported a position in JEPI in Q1 2022 and has held it in 14 quarters since. The position peaked at $215K in Q1 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Financial Perspectives held 3,777 shares of JPMorgan Equity Premium Income ETF worth $213K as of Q2 2026.
  • Financial Perspectives bought 11 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $621.
  • JPMorgan Equity Premium Income ETF made up 0.05% of Financial Perspectives's portfolio in Q2 2026, its #165 holding.
  • Financial Perspectives first reported a position in JPMorgan Equity Premium Income ETF in Q1 2022 and has held it in 14 quarters since.
  • Financial Perspectives's JPMorgan Equity Premium Income ETF position peaked at $215K in Q1 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.