Hutchens & Kramer Investment Management Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Hutchens & Kramer Investment Management Group’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	$302K	Buy	5,354 +27	+0.5%	+$1.52K	0.08%	119
2026 Q1	$302K	Buy	5,327 +435	+9%	+$25.3K	0.1%	116
2025 Q4	$280K	Buy	4,892 +749	+18%	+$42.8K	0.1%	128
2025 Q3	$237K	Buy	+4,143	New	+$235K	0.09%	148
2023 Q3	–	Sell	-6,110	Closed	-$338K	–	123
2023 Q2	$338K	Buy	6,110 +55	+0.9%	+$3K	0.27%	69
2023 Q1	$331K	Buy	+6,055	New	+$329K	0.29%	67

Other funds holding JEPI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's JEPI Position: Q2 2026 in Review

Hutchens & Kramer Investment Management Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.51% in Q2 2026, buying an estimated $1.52K and bringing the position to 5,354 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #119.

Hutchens & Kramer Investment Management Group first reported a position in JEPI in Q1 2023 and has held it in 6 quarters since. The position peaked at $338K in Q2 2023. 926 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Hutchens & Kramer Investment Management Group held 5,354 shares of JPMorgan Equity Premium Income ETF worth $302K as of Q2 2026.
Hutchens & Kramer Investment Management Group bought 27 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.52K.
JPMorgan Equity Premium Income ETF made up 0.08% of Hutchens & Kramer Investment Management Group's portfolio in Q2 2026, its #119 holding.
Hutchens & Kramer Investment Management Group first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 6 quarters since.
Hutchens & Kramer Investment Management Group's JPMorgan Equity Premium Income ETF position peaked at $338K in Q2 2023.
926 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q2 2026, filed 9 Jul 2026.