Grandview Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Grandview Asset 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	$493K	Sell	8,725 -1,212	-12%	-$68.5K	0.12%	91
2026 Q1	$563K	Sell	9,937 -1,879	-16%	-$109K	0.16%	84
2025 Q4	$676K	Sell	11,816 -507	-4%	-$28.9K	0.19%	76
2025 Q3	$704K	Sell	12,323 -2,653	-18%	-$151K	0.2%	71
2025 Q2	$851K	Buy	14,976 +1,181	+9%	+$65.4K	0.27%	60
2025 Q1	$788K	Buy	13,795 +10	+0.1%	+$583	0.3%	57
2024 Q4	$793K	Buy	13,785 +5,655	+70%	+$336K	0.29%	58
2024 Q3	$484K	Buy	8,130 +1,858	+30%	+$107K	0.28%	40
2024 Q2	$356K	Buy	6,272 +1,590	+34%	+$89.9K	0.21%	44
2024 Q1	$271K	Buy	+4,682	New	+$264K	0.12%	98

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

Grandview Asset Management's JEPI Position: Q2 2026 in Review

Grandview Asset Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, selling an estimated $68.5K and leaving 8,725 shares worth $493K. The position accounts for 0.12% of the portfolio, ranked #91.

Grandview Asset Management first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. The position peaked at $851K in Q2 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Grandview Asset Management held 8,725 shares of JPMorgan Equity Premium Income ETF worth $493K as of Q2 2026.
Grandview Asset Management sold 1,212 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $68.5K.
JPMorgan Equity Premium Income ETF made up 0.12% of Grandview Asset Management's portfolio in Q2 2026, its #91 holding.
Grandview Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
Grandview Asset Management's JPMorgan Equity Premium Income ETF position peaked at $851K in Q2 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.