GAMMA Investing’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

GAMMA Investing’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 Q3	$670K	Buy	11,914 +3,068	+35%	+$175K	0.02%	572
2026 Q2	$500K	Buy	8,846 +3,107	+54%	+$175K	0.02%	652
2026 Q1	$325K	Sell	5,739 -874	-13%	-$50.8K	0.02%	801
2025 Q4	$379K	Sell	6,613 -1,566	-19%	-$89.4K	0.02%	650
2025 Q3	$467K	Sell	8,179 -18,235	-69%	-$1.04M	0.03%	536
2025 Q2	$1.5M	Sell	26,414 -104,151	-80%	-$5.77M	0.09%	186
2025 Q1	$7.46M	Buy	130,565 +9,934	+8%	+$579K	0.56%	28
2024 Q4	$6.94M	Buy	120,631 +38,342	+47%	+$2.28M	0.59%	24
2024 Q3	$4.9M	Buy	82,289 +54,094	+192%	+$3.11M	0.49%	31
2024 Q2	$1.6M	Buy	28,195 +13,234	+88%	+$749K	0.22%	77
2024 Q1	$866K	Buy	14,961 +14,169	+1,789%	+$798K	0.18%	99
2023 Q4	$44.3K	Buy	+792	New	+$42.7K	0.01%	960

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

GAMMA Investing's JEPI Position: Q3 2026 in Review

GAMMA Investing increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 35% in Q3 2026, buying an estimated $175K and bringing the position to 11,914 shares worth $670K. The position accounts for 0.02% of the portfolio, ranked #572.

GAMMA Investing first reported a position in JEPI in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.46M in Q1 2025. 1,040 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

GAMMA Investing held 11,914 shares of JPMorgan Equity Premium Income ETF worth $670K as of Q3 2026.
GAMMA Investing bought 3,068 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $175K.
JPMorgan Equity Premium Income ETF made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #572 holding.
GAMMA Investing first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
GAMMA Investing's JPMorgan Equity Premium Income ETF position peaked at $7.46M in Q1 2025.
1,040 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.