Gallacher Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Gallacher Capital Management’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	–	Sell	-4,805	Closed	-$272K	–	310
2026 Q1	$272K	Buy	4,805 +36	+0.8%	+$2.09K	0.1%	236
2025 Q4	$273K	Sell	4,769 -1,679	-26%	-$95.9K	0.11%	250
2025 Q3	$368K	Buy	6,448 +1,971	+44%	+$112K	0.15%	210
2025 Q2	$255K	Buy	4,477 +43	+1%	+$2.38K	0.12%	240
2025 Q1	$253K	Buy	4,434 +30	+0.7%	+$1.75K	0.12%	218
2024 Q4	$253K	Buy	4,404 +33	+0.8%	+$1.96K	0.13%	224
2024 Q3	$260K	Buy	4,371 +695	+19%	+$40K	0.12%	219
2024 Q2	$208K	Sell	3,676 -16,379	-82%	-$926K	0.11%	252
2024 Q1	$1.16M	Buy	20,055 +910	+5%	+$51.3K	0.59%	30
2023 Q4	$1.05M	Hold	19,145	–	–	0.59%	29
2023 Q3	$1.03M	Buy	+19,145	New	+$1.05M	0.64%	25

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Gallacher Capital Management's JEPI Position: Q2 2026 in Review

Gallacher Capital Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 4,805 shares — an estimated $272K sold.

Gallacher Capital Management first reported a position in JEPI in Q3 2023 and held it in 11 quarters. The position peaked at $1.16M in Q1 2024. 430 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Gallacher Capital Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
Gallacher Capital Management sold 4,805 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $272K.
Gallacher Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and held it in 11 quarters.
Gallacher Capital Management's JPMorgan Equity Premium Income ETF position peaked at $1.16M in Q1 2024.
430 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Gallacher Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.