HI
JEPI icon

Hudock Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hudock Inc’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 		$268K Sell
4,742
-182
-4% -$10.3K 0.03% 187
2026
Q1 		$279K Sell
4,924
-176
-3% -$10.2K 0.04% 162
2025
Q4 		$292K Buy
5,100
+210
+4% +$12K 0.04% 158
2025
Q3 		$279K Sell
4,890
-1
-0% -$57 0.04% 160
2025
Q2 		$278K Buy
4,891
+276
+6% +$15.3K 0.04% 152
2025
Q1 		$264K Sell
4,615
-15
-0.3% -$874 0.05% 145
2024
Q4 		$266K Buy
4,630
+22
+0.5% +$1.31K 0.05% 137
2024
Q3 		$274K Buy
4,608
+199
+5% +$11.4K 0.05% 139
2024
Q2 		$250K Buy
+4,409
New +$249K 0.05% 146
2022
Q4 		– Sell
-2,738
Closed -$140K – 434
2022
Q3 		$140K Sell
2,738
-693
-20% -$38.6K 0.05% 166
2022
Q2 		$190K Buy
3,431
+2,561
+294% +$148K 0.06% 145
2022
Q1 		$53K Buy
870
+5
+0.6% +$303 0.01% 316
2021
Q4 		$54K Buy
865
+248
+40% +$15.3K 0.02% 317
2021
Q3 		$36K Buy
617
+422
+216% +$26K 0.01% 365
2021
Q2 		$11K Buy
+195
New +$11.6K ﹤0.01% 523

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

Hudock Inc's JEPI Position: Q2 2026 in Review

Hudock Inc reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.7% in Q2 2026, selling an estimated $10.3K and leaving 4,742 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #187.

Hudock Inc first reported a position in JEPI in Q2 2021 and has held it in 15 quarters since. The position peaked at $292K in Q4 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Hudock Inc held 4,742 shares of JPMorgan Equity Premium Income ETF worth $268K as of Q2 2026.
  • Hudock Inc sold 182 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $10.3K.
  • JPMorgan Equity Premium Income ETF made up 0.03% of Hudock Inc's portfolio in Q2 2026, its #187 holding.
  • Hudock Inc first reported a position in JPMorgan Equity Premium Income ETF in Q2 2021 and has held it in 15 quarters since.
  • Hudock Inc's JPMorgan Equity Premium Income ETF position peaked at $292K in Q4 2025.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Hudock Inc's 13F filing for Q2 2026, filed 31 Jul 2026.