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

Horizon Investments’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	$6.35K	Sell	114 -114	-50%	-$6.44K	﹤0.01%	1225
2026 Q1	$12.7K	Buy	228 +111	+95%	+$6.46K	﹤0.01%	1188
2025 Q4	$6.7K	Buy	117 +100	+588%	+$5.71K	﹤0.01%	1181
2025 Q3	$959	Hold	17	–	–	﹤0.01%	1118
2025 Q2	$954	Sell	17 -2	-11%	-$111	﹤0.01%	1057
2025 Q1	$1.07K	Hold	19	–	–	﹤0.01%	808
2024 Q4	$1.09K	Hold	19	–	–	﹤0.01%	805
2024 Q3	$1.12K	Buy	+19	New	+$1.09K	﹤0.01%	777

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 22.9% 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 Investments's JEPI Position: Q2 2026 in Review

Horizon Investments reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 50% in Q2 2026, selling an estimated $6.44K and leaving 114 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Horizon Investments first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.7K in Q1 2026. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Horizon Investments held 114 shares of JPMorgan Equity Premium Income ETF worth $6.35K as of Q2 2026.
Horizon Investments sold 114 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $6.44K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #1225 holding.
Horizon Investments first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
Horizon Investments's JPMorgan Equity Premium Income ETF position peaked at $12.7K in Q1 2026.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.