Inspire Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Inspire Advisors’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	$3.63M	Sell	64,325 -15,029	-19%	-$849K	0.25%	47
2026 Q1	$4.5M	Buy	79,354 +11,416	+17%	+$664K	0.37%	28
2025 Q4	$3.89M	Sell	67,938 -4,210	-6%	-$240K	0.36%	34
2025 Q3	$4.12M	Buy	72,148 +8,363	+13%	+$475K	0.39%	32
2025 Q2	$3.63M	Buy	63,785 +38,992	+157%	+$2.16M	0.38%	33
2025 Q1	$1.42M	Buy	+24,793	New	+$1.44M	0.16%	96

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 22.96% 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

Inspire Advisors's JEPI Position: Q2 2026 in Review

Inspire Advisors reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 19% in Q2 2026, selling an estimated $849K and leaving 64,325 shares worth $3.63M. The position accounts for 0.25% of the portfolio, ranked #47.

Inspire Advisors first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.5M in Q1 2026. 1,413 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Inspire Advisors held 64,325 shares of JPMorgan Equity Premium Income ETF worth $3.63M as of Q2 2026.
Inspire Advisors sold 15,029 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $849K.
JPMorgan Equity Premium Income ETF made up 0.25% of Inspire Advisors's portfolio in Q2 2026, its #47 holding.
Inspire Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
Inspire Advisors's JPMorgan Equity Premium Income ETF position peaked at $4.5M in Q1 2026.
1,413 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Inspire Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.