Horizon Advisory Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Horizon Advisory Services’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	$36.3M	Buy	643,054 +147,926	+30%	+$8.35M	15.28%	3
2026 Q1	$28.1M	Buy	495,128 +8,895	+2%	+$517K	14.36%	4
2025 Q4	$27.8M	Buy	486,233 +2,960	+0.6%	+$169K	14.08%	4
2025 Q3	$27.6M	Buy	483,273 +9,291	+2%	+$528K	14.12%	4
2025 Q2	$26.9M	Buy	473,982 +9,288	+2%	+$515K	14.48%	4
2025 Q1	$26.6M	Sell	464,694 -1,420	-0.3%	-$82.7K	15.03%	4
2024 Q4	$26.8M	Sell	466,114 -10,749	-2%	-$638K	15.35%	3
2024 Q3	$28.4M	Buy	476,863 +4,634	+1%	+$267K	12.94%	1
2024 Q2	$26.8M	Buy	472,229 +2,158	+0.5%	+$122K	12.81%	1
2024 Q1	$27.2M	Buy	+470,071	New	+$26.5M	12.67%	2

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

Horizon Advisory Services's JEPI Position: Q2 2026 in Review

Horizon Advisory Services increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 30% in Q2 2026, buying an estimated $8.35M and bringing the position to 643,054 shares worth $36.3M. The position accounts for 15.28% of the portfolio, ranked #3.

Horizon Advisory Services first reported a position in JEPI in Q1 2024 and has held it in 10 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Horizon Advisory Services held 643,054 shares of JPMorgan Equity Premium Income ETF worth $36.3M as of Q2 2026.
Horizon Advisory Services bought 147,926 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $8.35M.
JPMorgan Equity Premium Income ETF made up 15.28% of Horizon Advisory Services's portfolio in Q2 2026, its #3 holding.
Horizon Advisory Services first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 10 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Horizon Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.