HighTower Advisors
JEPI icon

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

HighTower 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 		$124M Sell
2,191,296
-730,013
-25% -$41.2M 0.12% 171
2026
Q1 		$166M Buy
2,921,309
+39,686
+1% +$2.31M 0.18% 120
2025
Q4 		$165M Sell
2,881,623
-264,427
-8% -$15.1M 0.18% 119
2025
Q3 		$180M Sell
3,146,050
-38,688
-1% -$2.2M 0.2% 110
2025
Q2 		$181M Sell
3,184,738
-543,600
-15% -$30.1M 0.23% 95
2025
Q1 		$213M Buy
3,728,338
+46,266
+1% +$2.7M 0.29% 70
2024
Q4 		$212M Buy
3,682,072
+108,546
+3% +$6.45M 0.29% 69
2024
Q3 		$213M Buy
3,573,526
+83,858
+2% +$4.82M 0.3% 70
2024
Q2 		$198M Buy
3,489,668
+1,057,133
+43% +$59.8M 0.31% 63
2024
Q1 		$141M Buy
2,432,535
+322,906
+15% +$18.2M 0.23% 100
2023
Q4 		$116M Buy
2,109,629
+550,536
+35% +$29.7M 0.19% 118
2023
Q3 		$83.5M Buy
1,559,093
+410,256
+36% +$22.6M 0.16% 147
2023
Q2 		$63.6M Buy
1,148,837
+187,564
+20% +$10.2M 0.13% 179
2023
Q1 		$52.5M Buy
961,273
+94,624
+11% +$5.13M 0.11% 200
2022
Q4 		$47.2M Buy
866,649
+436,390
+101% +$23.7M 0.11% 200
2022
Q3 		$22M Buy
430,259
+100,961
+31% +$5.62M 0.06% 313
2022
Q2 		$18.3M Buy
329,298
+96,306
+41% +$5.57M 0.05% 367
2022
Q1 		$14.3M Buy
232,992
+34,693
+17% +$2.1M 0.03% 499
2021
Q4 		$12.5M Buy
198,299
+150,632
+316% +$9.28M 0.03% 521
2021
Q3 		$2.85M Buy
47,667
+32,932
+223% +$2.03M 0.01% 1076
2021
Q2 		$892K Buy
14,735
+5,590
+61% +$332K ﹤0.01% 1702
2021
Q1 		$531K Buy
+9,145
New +$513K ﹤0.01% 1938

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

HighTower Advisors's JEPI Position: Q2 2026 in Review

HighTower Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 25% in Q2 2026, selling an estimated $41.2M and leaving 2,191,296 shares worth $124M. The position accounts for 0.12% of the portfolio, ranked #171.

HighTower Advisors first reported a position in JEPI in Q1 2021 and has held it in 22 quarters since. The position peaked at $213M in Q1 2025. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • HighTower Advisors held 2,191,296 shares of JPMorgan Equity Premium Income ETF worth $124M as of Q2 2026.
  • HighTower Advisors sold 730,013 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $41.2M.
  • JPMorgan Equity Premium Income ETF made up 0.12% of HighTower Advisors's portfolio in Q2 2026, its #171 holding.
  • HighTower Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2021 and has held it in 22 quarters since.
  • HighTower Advisors's JPMorgan Equity Premium Income ETF position peaked at $213M in Q1 2025.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.