GEA
JEPI icon

Glen Eagle Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Glen Eagle 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 		$498K Buy
8,821
+2,983
+51% +$168K 0.06% 181
2026
Q1 		$331K Buy
5,838
+415
+8% +$24.1K 0.05% 217
2025
Q4 		$310K Buy
5,423
+882
+19% +$50.4K 0.04% 221
2025
Q3 		$259K Buy
4,541
+187
+4% +$10.6K 0.04% 238
2025
Q2 		$248K Buy
4,354
+253
+6% +$14K 0.04% 229
2025
Q1 		$234K Buy
4,101
+1,240
+43% +$72.2K 0.04% 229
2024
Q4 		$165K Buy
2,861
+2,185
+323% +$130K 0.03% 255
2024
Q3 		$40.2K Sell
676
-876
-56% -$50.4K 0.01% 460
2024
Q2 		$88K Sell
1,552
-2,113
-58% -$120K 0.02% 318
2024
Q1 		$212K Buy
3,665
+2,979
+434% +$168K 0.04% 230
2023
Q4 		$37.7K Buy
686
+326
+91% +$17.6K 0.01% 432
2023
Q3 		$19.3K Buy
+360
New +$19.8K ﹤0.01% 527

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Glen Eagle Advisors's JEPI Position: Q2 2026 in Review

Glen Eagle Advisors increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 51% in Q2 2026, buying an estimated $168K and bringing the position to 8,821 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #181.

Glen Eagle Advisors first reported a position in JEPI in Q3 2023 and has held it in 12 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Glen Eagle Advisors held 8,821 shares of JPMorgan Equity Premium Income ETF worth $498K as of Q2 2026.
  • Glen Eagle Advisors bought 2,983 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $168K.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Glen Eagle Advisors's portfolio in Q2 2026, its #181 holding.
  • Glen Eagle Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.