GHP Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

GHP Investment 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	$23.8K	Buy	421 +43	+11%	+$2.43K	﹤0.01%	677
2026 Q1	$21.4K	Buy	378 +292	+340%	+$17K	﹤0.01%	692
2025 Q4	$4.91K	Sell	86 -44	-34%	-$2.51K	﹤0.01%	823
2025 Q3	$7.42K	Sell	130 -302	-70%	-$17.1K	﹤0.01%	746
2025 Q2	$24.6K	Buy	+432	New	+$23.9K	﹤0.01%	599

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

GHP Investment Advisors's JEPI Position: Q2 2026 in Review

GHP Investment Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 11% in Q2 2026, buying an estimated $2.43K and bringing the position to 421 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

GHP Investment Advisors first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $24.6K in Q2 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

GHP Investment Advisors held 421 shares of JPMorgan Equity Premium Income ETF worth $23.8K as of Q2 2026.
GHP Investment Advisors bought 43 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.43K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #677 holding.
GHP Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
GHP Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $24.6K in Q2 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.