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Hunter Associates Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hunter Associates Investment 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 		$9.39M Buy
166,377
+8,958
+6% +$506K 1.08% 18
2026
Q1 		$8.91M Buy
157,419
+30,970
+24% +$1.8M 1.18% 19
2025
Q4 		$7.24M Buy
126,449
+1,819
+1% +$104K 0.97% 22
2025
Q3 		$7.12M Sell
124,630
-4,025
-3% -$229K 0.99% 22
2025
Q2 		$7.31M Buy
128,655
+7,779
+6% +$431K 1.08% 19
2025
Q1 		$6.91M Buy
120,876
+934
+0.8% +$54.4K 1.07% 21
2024
Q4 		$6.9M Buy
119,942
+10,438
+10% +$620K 1.05% 22
2024
Q3 		$6.51M Buy
109,504
+2,254
+2% +$130K 1.01% 23
2024
Q2 		$6.08M Buy
107,250
+9,833
+10% +$556K 1.02% 21
2024
Q1 		$5.64M Buy
97,417
+16,814
+21% +$947K 0.95% 25
2023
Q4 		$4.43M Buy
80,603
+9,109
+13% +$491K 0.81% 32
2023
Q3 		$3.83M Buy
71,494
+8,196
+13% +$452K 0.78% 33
2023
Q2 		$3.5M Buy
63,298
+21,042
+50% +$1.15M 0.68% 39
2023
Q1 		$2.3M Buy
42,256
+23,321
+123% +$1.27M 0.49% 56
2022
Q4 		$1.03M Buy
18,935
+8,134
+75% +$442K 0.25% 88
2022
Q3 		$553K Buy
10,801
+6,136
+132% +$341K 0.14% 124
2022
Q2 		$259K Buy
+4,665
New +$270K 0.06% 183

Other funds holding JEPI

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Hunter Associates Investment Management's JEPI Position: Q2 2026 in Review

Hunter Associates Investment Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 5.7% in Q2 2026, buying an estimated $506K and bringing the position to 166,377 shares worth $9.39M. The position accounts for 1.08% of the portfolio, ranked #18.

Hunter Associates Investment Management first reported a position in JEPI in Q2 2022 and has held it in 17 quarters since. 675 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Hunter Associates Investment Management held 166,377 shares of JPMorgan Equity Premium Income ETF worth $9.39M as of Q2 2026.
  • Hunter Associates Investment Management bought 8,958 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $506K.
  • JPMorgan Equity Premium Income ETF made up 1.08% of Hunter Associates Investment Management's portfolio in Q2 2026, its #18 holding.
  • Hunter Associates Investment Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 675 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.