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

IEQ 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 Q2	–	Sell	-25,482	Closed	-$1.44M	–	2100
2026 Q1	$1.44M	Buy	25,482 +19,817	+350%	+$1.15M	0.01%	900
2025 Q4	$324K	Buy	+5,665	New	+$323K	﹤0.01%	1505
2023 Q3	–	Sell	-5,209	Closed	-$288K	–	951
2023 Q2	$288K	Buy	+5,209	New	+$284K	0.01%	689

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

IEQ Capital's JEPI Position: Q2 2026 in Review

IEQ Capital sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 25,482 shares — an estimated $1.44M sold.

IEQ Capital first reported a position in JEPI in Q2 2023 and held it in 3 quarters. The position peaked at $1.44M in Q1 2026. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

IEQ Capital reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
IEQ Capital sold 25,482 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $1.44M.
IEQ Capital first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and held it in 3 quarters.
IEQ Capital's JPMorgan Equity Premium Income ETF position peaked at $1.44M in Q1 2026.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.