Focus Partners Advisor Solutions’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Focus Partners Advisor 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	$7.55M	Buy	133,657 +2,799	+2%	+$158K	0.06%	144
2026 Q1	$7.42M	Buy	+130,858	New	+$7.61M	0.07%	126
2025 Q4	–	Sell	-142,038	Closed	-$8.11M	–	1192
2025 Q3	$8.11M	Sell	142,038 -1,423	-1%	-$80.8K	0.09%	118
2025 Q2	$8.16M	Sell	143,461 -108	-0.1%	-$5.98K	0.11%	95
2025 Q1	$8.2M	Sell	143,569 -6,592	-4%	-$384K	0.12%	92
2024 Q4	$8.64M	Buy	150,161 +140,149	+1,400%	+$8.32M	0.15%	80
2024 Q3	$596K	Buy	+10,012	New	+$576K	0.01%	408
2024 Q2	–	Sell	-8,691	Closed	-$503K	–	659
2024 Q1	$503K	Sell	8,691 -3,669	-30%	-$207K	0.01%	360
2023 Q4	$680K	Sell	12,360 -96	-0.8%	-$5.18K	0.03%	206
2023 Q3	$667K	Sell	12,456 -72	-0.6%	-$3.97K	0.03%	214
2023 Q2	$693K	Sell	12,528 -856	-6%	-$46.7K	0.04%	175
2023 Q1	$731K	Buy	+13,384	New	+$726K	0.05%	158

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

Focus Partners Advisor Solutions's JEPI Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.1% in Q2 2026, buying an estimated $158K and bringing the position to 133,657 shares worth $7.55M. The position accounts for 0.06% of the portfolio, ranked #144.

Focus Partners Advisor Solutions first reported a position in JEPI in Q1 2023 and has held it in 12 quarters since. The position peaked at $8.64M in Q4 2024. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Focus Partners Advisor Solutions held 133,657 shares of JPMorgan Equity Premium Income ETF worth $7.55M as of Q2 2026.
Focus Partners Advisor Solutions bought 2,799 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $158K.
JPMorgan Equity Premium Income ETF made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #144 holding.
Focus Partners Advisor Solutions first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 12 quarters since.
Focus Partners Advisor Solutions's JPMorgan Equity Premium Income ETF position peaked at $8.64M in Q4 2024.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.