Frank Rimerman Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Frank Rimerman 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	$1.15M	Sell	20,363 -2,885	-12%	-$163K	0.07%	219
2026 Q1	$1.32M	Hold	23,248	–	–	0.09%	192
2025 Q4	$1.33M	Sell	23,248 -452	-2%	-$25.8K	0.08%	181
2025 Q3	$1.35M	Hold	23,700	–	–	0.09%	179
2025 Q2	$1.35M	Buy	23,700 +4,949	+26%	+$274K	0.09%	172
2025 Q1	$1.07M	Buy	18,751 +8,643	+86%	+$504K	0.08%	189
2024 Q4	$582K	Buy	+10,108	New	+$600K	0.04%	274

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

Frank Rimerman Advisors's JEPI Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, selling an estimated $163K and leaving 20,363 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #219.

Frank Rimerman Advisors first reported a position in JEPI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Frank Rimerman Advisors held 20,363 shares of JPMorgan Equity Premium Income ETF worth $1.15M as of Q2 2026.
Frank Rimerman Advisors sold 2,885 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $163K.
JPMorgan Equity Premium Income ETF made up 0.07% of Frank Rimerman Advisors's portfolio in Q2 2026, its #219 holding.
Frank Rimerman Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 7 quarters since.
Frank Rimerman Advisors's JPMorgan Equity Premium Income ETF position peaked at $1.35M in Q3 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.