Hurley Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hurley Capital’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 Q3	$469K	Buy	8,337 +273	+3%	+$15.6K	0.23%	65
2026 Q2	$455K	Buy	8,064 +142	+2%	+$8.02K	0.24%	63
2026 Q1	$449K	Buy	7,922 +392	+5%	+$22.8K	0.24%	61
2025 Q4	$431K	Sell	7,530 -1,568	-17%	-$89.5K	0.24%	58
2025 Q3	$519K	Buy	9,098 +177	+2%	+$10.1K	0.29%	65
2025 Q2	$507K	Sell	8,921 -1,218	-12%	-$67.5K	0.36%	57
2025 Q1	$579K	Buy	10,139 +4,699	+86%	+$274K	0.44%	53
2024 Q4	$315K	Buy	+5,440	New	+$323K	0.25%	58

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Hurley Capital's JEPI Position: Q3 2026 in Review

Hurley Capital increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 3.4% in Q3 2026, buying an estimated $15.6K and bringing the position to 8,337 shares worth $469K. The position accounts for 0.23% of the portfolio, ranked #65.

Hurley Capital first reported a position in JEPI in Q4 2024 and has held it in 8 quarters since. The position peaked at $579K in Q1 2025. 1,189 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Hurley Capital held 8,337 shares of JPMorgan Equity Premium Income ETF worth $469K as of Q3 2026.
Hurley Capital bought 273 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $15.6K.
JPMorgan Equity Premium Income ETF made up 0.23% of Hurley Capital's portfolio in Q3 2026, its #65 holding.
Hurley Capital first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and has held it in 8 quarters since.
Hurley Capital's JPMorgan Equity Premium Income ETF position peaked at $579K in Q1 2025.
1,189 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Hurley Capital's 13F filing for Q3 2026, filed 5 Nov 2026.