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 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

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

GAMMA Investing's JEPI Position: Q2 2026 in Review

GAMMA Investing increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 54% in Q2 2026, buying an estimated $175K and bringing the position to 8,846 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #652.

GAMMA Investing first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.46M in Q1 2025. 435 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

GAMMA Investing held 8,846 shares of JPMorgan Equity Premium Income ETF worth $500K as of Q2 2026.
GAMMA Investing bought 3,107 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $175K.
JPMorgan Equity Premium Income ETF made up 0.02% of GAMMA Investing's portfolio in Q2 2026, its #652 holding.
GAMMA Investing first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
GAMMA Investing's JPMorgan Equity Premium Income ETF position peaked at $7.46M in Q1 2025.
435 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.